Wells Fargo Bank
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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17,543 Wells Fargo Bank employees in database. Find out everything there's to know about Wells Fargo Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Bank Employees
Employee
Years
Job
Industry
Joe Rapoza Joe Rapoza's Wells Fargo Bank Experience 2000 - 2006
Job Senior Interaction Designer at Wells Fargo
Industry Internet
Experience
Wells Fargo February 2014 - Present
Public Library of Science October 2013 - January 2014
Wells Fargo January 2013 - October 2013
Monsoon Commerce June 2009 - November 2012
StubHub 2008 - 2009
Washington Mutual July 2006 - October 2008
Wells Fargo 2000 - 2006
Wells Fargo 2000 - 2006
Wells Fargo Bank 2000 - 2006
Wells Fargo Bank 1999 - 2005
Skills
User Experience, User-centered Design, Information Architecture, Interaction Design, Usability Testing, User Interface Design, Heuristic Evaluation, User Research, Wireframes, User Interface, Persona, Visual Design, User Experience Design, OmniGraffle, Usability, E-commerce, Accessibility, Information Design, Usability Engineering, Mobile Applications, Adobe Fireworks, Dreamweaver, SEO, Site Maps, PHP, Wire Framing, Experience Design, Mobile Design, Rapid Prototyping, Web Applications, Card Sorting, Mockups, Paper Prototyping, User Scenarios, Front-end, Content Strategy, Graphic Design, Web Project Management, Human Computer...
Education
University of Hawaii at Manoa 1987 — 1993
BA in English, Postmodern literature and cinematography
Wells Fargo February 2014 - Present
Public Library of Science October 2013 - January 2014
Wells Fargo January 2013 - October 2013
Monsoon Commerce June 2009 - November 2012
StubHub 2008 - 2009
Washington Mutual July 2006 - October 2008
Wells Fargo 2000 - 2006
Wells Fargo 2000 - 2006
Wells Fargo Bank 2000 - 2006
Wells Fargo Bank 1999 - 2005
Skills
User Experience, User-centered Design, Information Architecture, Interaction Design, Usability Testing, User Interface Design, Heuristic Evaluation, User Research, Wireframes, User Interface, Persona, Visual Design, User Experience Design, OmniGraffle, Usability, E-commerce, Accessibility, Information Design, Usability Engineering, Mobile Applications, Adobe Fireworks, Dreamweaver, SEO, Site Maps, PHP, Wire Framing, Experience Design, Mobile Design, Rapid Prototyping, Web Applications, Card Sorting, Mockups, Paper Prototyping, User Scenarios, Front-end, Content Strategy, Graphic Design, Web Project Management, Human Computer...
Education
University of Hawaii at Manoa 1987 — 1993
BA in English, Postmodern literature and cinematography
Najaf Ahmed Najaf Ahmed's Wells Fargo Bank Experience January 2006 - January 2009
Job ETRM Business Analyst at MDU Resources Group, Inc.
Industry Oil & Energy
Experience
MDU Resources Group, Inc. (Via MRE Consulting, Ltd.) November 2014 - Present
Black Hills Corporation (Via MRE Consulting, Ltd.) November 2014 - January 2015
Apache Corporation (Via MRE Consulting, Ltd.) June 2014 - October 2014
ConocoPhillips (Via MRE Consulting, Ltd.) August 2013 - June 2014
BG Group (Via MRE Consulting, Ltd.) May 2011 - June 2012
MRE Consulting, Ltd. January 2009 - May 2011
Wells Fargo Bank January 2006 - January 2009
Skills
Accounting, Financial Analysis, Auditing, Financial Reporting, Financial Audits, Risk Management, Sarbanes-Oxley Act, PMO, Business Analysis, Requirements Analysis, Project Planning, QuickBooks, Oracle Financial, Sarbanes-Oxley, Budget, Project Management, MS Project, Project Server, Microsoft Excel, PowerPoint, SAP FICO, Deltek, Turbo Tax, Hyperion Planning, SharePoint, AFE, WBS, KPI Reports, KPI Dashboards, Forecasting, Project Portfolio..., Project Coordination, Project Finance, Assurance, IT Operations, IT Governance, IT Outsourcing, IT Service Management, Project Delivery..., UAT coordination, IT Transformation, Business Process..., Variance Analysis, Business Process, Internal Controls, Financial Modeling, General Ledger, Budgets, Microsoft Project
Education
University of Houston, C.T. Bauer College of Business 2004 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
MDU Resources Group, Inc. (Via MRE Consulting, Ltd.) November 2014 - Present
Black Hills Corporation (Via MRE Consulting, Ltd.) November 2014 - January 2015
Apache Corporation (Via MRE Consulting, Ltd.) June 2014 - October 2014
ConocoPhillips (Via MRE Consulting, Ltd.) August 2013 - June 2014
BG Group (Via MRE Consulting, Ltd.) May 2011 - June 2012
MRE Consulting, Ltd. January 2009 - May 2011
Wells Fargo Bank January 2006 - January 2009
Skills
Accounting, Financial Analysis, Auditing, Financial Reporting, Financial Audits, Risk Management, Sarbanes-Oxley Act, PMO, Business Analysis, Requirements Analysis, Project Planning, QuickBooks, Oracle Financial, Sarbanes-Oxley, Budget, Project Management, MS Project, Project Server, Microsoft Excel, PowerPoint, SAP FICO, Deltek, Turbo Tax, Hyperion Planning, SharePoint, AFE, WBS, KPI Reports, KPI Dashboards, Forecasting, Project Portfolio..., Project Coordination, Project Finance, Assurance, IT Operations, IT Governance, IT Outsourcing, IT Service Management, Project Delivery..., UAT coordination, IT Transformation, Business Process..., Variance Analysis, Business Process, Internal Controls, Financial Modeling, General Ledger, Budgets, Microsoft Project
Education
University of Houston, C.T. Bauer College of Business 2004 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Mohammad Zeeshan Khan Mohammad Zeeshan Khan's Wells Fargo Bank Experience January 2007 - April 2008
Job Realtor Realm Real Estate Professionals
Industry Real Estate
Experience
Realm Real Estate Professionals May 2010 - Present
Halliburton September 2014 - February 2015
Weatherford September 2012 - June 2014
Bechtel Corporation June 2012 - August 2012
RigNet May 2012 - June 2012
Fry's Electronics February 2009 - December 2009
Wells Fargo Bank January 2007 - April 2008
Skills
Microsoft Excel, Procurement, Customer Service, Data Analysis, Sales, Strategic Sourcing, SAP ERP, Marketing, Time Management, Supply Chain, Purchasing, Supply Chain Management, Logistics, SAP, PowerPoint, Microsoft Word, Analysis
Education
University of Houston 2007 — 2013
Bachelor of Business Administration, Supply Chain Management, 3.2
Realm Real Estate Professionals May 2010 - Present
Halliburton September 2014 - February 2015
Weatherford September 2012 - June 2014
Bechtel Corporation June 2012 - August 2012
RigNet May 2012 - June 2012
Fry's Electronics February 2009 - December 2009
Wells Fargo Bank January 2007 - April 2008
Skills
Microsoft Excel, Procurement, Customer Service, Data Analysis, Sales, Strategic Sourcing, SAP ERP, Marketing, Time Management, Supply Chain, Purchasing, Supply Chain Management, Logistics, SAP, PowerPoint, Microsoft Word, Analysis
Education
University of Houston 2007 — 2013
Bachelor of Business Administration, Supply Chain Management, 3.2
James Atatah, MBA James Atatah, MBA's Wells Fargo Bank Experience August 2004 - April 2007
Job Supply Chain and Distribution SME
Industry Food & Beverages
Experience
PepsiCo - Frito Lay May 2014 - Present
PepsiCo - Frito Lay June 2013 - May 2014
Hewlett-Packard – HP Americas November 2012 - June 2013
Hewlett-Packard – HP Latin America December 2010 - November 2012
Hewlett-Packard – HP Houston April 2007 - December 2010
Wells Fargo Bank August 2004 - April 2007
Skills
Relationship Management, Supply Chain Management, Key Performance..., Risk Management, Process Management, Management, Cross-functional Team..., Process Improvement, Leadership, Six Sigma, Operations Management, Supply Chain, Program Management, Training, Business Planning, Coaching, Analysis, Service Delivery, Manufacturing, Business Process, Microsoft Office
Education
Prairie View A & M University – College of Business 2009 — 2013
Master of Business Administration, Management
University of Houston 2003 — 2007
Bachelors of Science in Technology, Leadership and Supervision
PepsiCo - Frito Lay May 2014 - Present
PepsiCo - Frito Lay June 2013 - May 2014
Hewlett-Packard – HP Americas November 2012 - June 2013
Hewlett-Packard – HP Latin America December 2010 - November 2012
Hewlett-Packard – HP Houston April 2007 - December 2010
Wells Fargo Bank August 2004 - April 2007
Skills
Relationship Management, Supply Chain Management, Key Performance..., Risk Management, Process Management, Management, Cross-functional Team..., Process Improvement, Leadership, Six Sigma, Operations Management, Supply Chain, Program Management, Training, Business Planning, Coaching, Analysis, Service Delivery, Manufacturing, Business Process, Microsoft Office
Education
Prairie View A & M University – College of Business 2009 — 2013
Master of Business Administration, Management
University of Houston 2003 — 2007
Bachelors of Science in Technology, Leadership and Supervision
Nam Phan Nam Phan's Wells Fargo Bank Experience June 2006 - January 2007
Job Senior Trust Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2013 - Present
BNY Mellon March 2007 - December 2012
Wells Fargo Bank June 2006 - January 2007
Capital One Bank March 2005 - March 2006
Skills
Securities, Bloomberg, Portfolio Management, Investments, Equities, Financial Services, Asset Management, Fixed Income, Banking, Relationship Management, Financial Analysis, Bonds, Cash Management, Finance, Corporate Finance, Client Services, Risk Management, Financial Reporting, Swaps, Cash Flow, Trust Services, ABS, Customer Service, Data Analysis
Education
University of Houston 1998 — 2004
Bachelor of Business Administration (BBA), Marketing
BNY Mellon January 2013 - Present
BNY Mellon March 2007 - December 2012
Wells Fargo Bank June 2006 - January 2007
Capital One Bank March 2005 - March 2006
Skills
Securities, Bloomberg, Portfolio Management, Investments, Equities, Financial Services, Asset Management, Fixed Income, Banking, Relationship Management, Financial Analysis, Bonds, Cash Management, Finance, Corporate Finance, Client Services, Risk Management, Financial Reporting, Swaps, Cash Flow, Trust Services, ABS, Customer Service, Data Analysis
Education
University of Houston 1998 — 2004
Bachelor of Business Administration (BBA), Marketing
Arti Sermchief Arti Sermchief's Wells Fargo Bank Experience February 2006 - November 2010
Job Assistant Vice President at Plains State Bank
Industry Banking
Experience
Plains State Bank November 2010 - Present
Wells Fargo Bank February 2006 - November 2010
Skills
Loans, Commercial Banking, Mortgage Lending, Banking, Consumer Lending, Retail Banking, Customer Service, Cross Selling, Sales, Notary Public, Loan Servicing, Deposits, Internet Banking, Commercial Lending, Portfolio Management
Education
Southwestern Graduate School of Banking (SWGSB 55) 2012 — 2014
University of Houston
Bachelor's degree, Psychology
Plains State Bank November 2010 - Present
Wells Fargo Bank February 2006 - November 2010
Skills
Loans, Commercial Banking, Mortgage Lending, Banking, Consumer Lending, Retail Banking, Customer Service, Cross Selling, Sales, Notary Public, Loan Servicing, Deposits, Internet Banking, Commercial Lending, Portfolio Management
Education
Southwestern Graduate School of Banking (SWGSB 55) 2012 — 2014
University of Houston
Bachelor's degree, Psychology
Teresa Coleman Teresa Coleman's Wells Fargo Bank Experience February 2002 - Present
Job Credit Manager for Business Banking at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank February 2002 - Present
NBC Bank May 1998 - November 2001
NationsBank/Bank of America February 1992 - May 1998
Skills
Credit, Credit Analysis, Banking, Lines Of Credit, Credit Risk, Financial Analysis, Loans, Small Business Lending, Commercial Banking, Commercial Lending, Portfolio Management, Loan Origination
Education
University of Houston 1988 — 1992
Bachelor's degree, Finance, General
Our Lady of Mount Carmel High School 1973 — 1977
Wells Fargo Bank February 2002 - Present
NBC Bank May 1998 - November 2001
NationsBank/Bank of America February 1992 - May 1998
Skills
Credit, Credit Analysis, Banking, Lines Of Credit, Credit Risk, Financial Analysis, Loans, Small Business Lending, Commercial Banking, Commercial Lending, Portfolio Management, Loan Origination
Education
University of Houston 1988 — 1992
Bachelor's degree, Finance, General
Our Lady of Mount Carmel High School 1973 — 1977
Jason Broady Jason Broady's Wells Fargo Bank Experience August 2010 - March 2013
Job Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2014 - Present
Wells Fargo July 2013 - July 2014
Wells Fargo March 2013 - July 2013
Wells Fargo Bank August 2010 - March 2013
Marcus & Millichap May 2010 - August 2010
Morgan Stanley June 2008 - April 2009
Skills
Portfolio Management, Banking, Finance, Credit Analysis, Loans, Credit, Mortgage Lending, Underwriting
Education
University of Florida 2009 — 2010
MBA, Finance, Real Estate
University of Florida - Warrington College of Business Administration 2004 — 2008
BSBA, Finance
High School 2000 — 2004
Wells Fargo August 2014 - Present
Wells Fargo July 2013 - July 2014
Wells Fargo March 2013 - July 2013
Wells Fargo Bank August 2010 - March 2013
Marcus & Millichap May 2010 - August 2010
Morgan Stanley June 2008 - April 2009
Skills
Portfolio Management, Banking, Finance, Credit Analysis, Loans, Credit, Mortgage Lending, Underwriting
Education
University of Florida 2009 — 2010
MBA, Finance, Real Estate
University of Florida - Warrington College of Business Administration 2004 — 2008
BSBA, Finance
High School 2000 — 2004
Christy Ramirez's Wells Fargo Bank Experience January 2002 - November 2004
Job Insurance Professional
Industry Insurance
Experience
State of California (Health Benefits exchange) Covered Ca September 2014 - Present
Aetna, Inc August 2005 - April 2012
Act 1 May 2005 - July 2005
Wells Fargo Bank January 2002 - November 2004
Wells Fargo Bank February 2000 - January 2002
Lobal Communications 1999 - February 2000
Guam Seventh Day Adventist Clinic March 1998 - May 1999
Skills
Insurance, Customer Service, Supervisory Experience, Data Entry, Human Resources, Sales, Brokers, Training, Microsoft Office, Microsoft Word, Schedules, Sales Operations, Risk Management, Typing, Sales Management, Health Insurance, Health Savings Accounts
Education
University of Guam 1997 — 1998
General Studies
Simon Sanchez High School 1992 — 1996
High School Diploma
State of California (Health Benefits exchange) Covered Ca September 2014 - Present
Aetna, Inc August 2005 - April 2012
Act 1 May 2005 - July 2005
Wells Fargo Bank January 2002 - November 2004
Wells Fargo Bank February 2000 - January 2002
Lobal Communications 1999 - February 2000
Guam Seventh Day Adventist Clinic March 1998 - May 1999
Skills
Insurance, Customer Service, Supervisory Experience, Data Entry, Human Resources, Sales, Brokers, Training, Microsoft Office, Microsoft Word, Schedules, Sales Operations, Risk Management, Typing, Sales Management, Health Insurance, Health Savings Accounts
Education
University of Guam 1997 — 1998
General Studies
Simon Sanchez High School 1992 — 1996
High School Diploma
Joe Michael McKinney's Wells Fargo Bank Experience June 2006 - April 2010
Job Internet & Marketing Director at Capital Luxury Cars (Jaguar, Land Rover & Volvo)
Industry Automotive
Experience
Capital Luxury Cars December 2014 - Present
Jpanda Houston April 2011 - Present
East End Chamber July 2014 - September 2014
Bayou City Art Festival November 2010 - November 2013
Wells Fargo Bank June 2006 - April 2010
Skills
DJ, Digital Photography, Video Production, Music Production, Graphic Design, Advertising, Leadership, Adobe Creative Suite, Personal Finance, Retail Banking, Direct Sales, Non-profits, Social Media, Public Relations, Nonprofits, Copywriting, Social Media Marketing, Photoshop, Facebook, Microsoft Office, Sales, Marketing Communications
Education
University of Houston 2010 — 2012
Bachelor of Arts (B.A.), Advertising
Capital Luxury Cars December 2014 - Present
Jpanda Houston April 2011 - Present
East End Chamber July 2014 - September 2014
Bayou City Art Festival November 2010 - November 2013
Wells Fargo Bank June 2006 - April 2010
Skills
DJ, Digital Photography, Video Production, Music Production, Graphic Design, Advertising, Leadership, Adobe Creative Suite, Personal Finance, Retail Banking, Direct Sales, Non-profits, Social Media, Public Relations, Nonprofits, Copywriting, Social Media Marketing, Photoshop, Facebook, Microsoft Office, Sales, Marketing Communications
Education
University of Houston 2010 — 2012
Bachelor of Arts (B.A.), Advertising
Hugo Arenas's Wells Fargo Bank Experience July 2000 - December 2004
Job Treasury Management
Industry Oil & Energy
Experience
Excelerate Energy December 2014 - Present
Invesco September 2010 - September 2013
MemberSource Credit Union April 2007 - June 2010
JP Morgan Chase Bank May 2005 - August 2005
Wells Fargo Bank July 2000 - December 2004
Skills
Accounting, Account Management, Accounts Payable, Financial Accounting, Accounts Receivable, Account Reconciliation, Accruals, Financial Analysis, Financial Reporting, Finance, Cash Management, Cash Handling Experience, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Bloomberg, Cpr Certified, First Responder
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance, General
University of Houston-Downtown
Bachelor of Business Administration, Finance
Excelerate Energy December 2014 - Present
Invesco September 2010 - September 2013
MemberSource Credit Union April 2007 - June 2010
JP Morgan Chase Bank May 2005 - August 2005
Wells Fargo Bank July 2000 - December 2004
Skills
Accounting, Account Management, Accounts Payable, Financial Accounting, Accounts Receivable, Account Reconciliation, Accruals, Financial Analysis, Financial Reporting, Finance, Cash Management, Cash Handling Experience, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Bloomberg, Cpr Certified, First Responder
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance, General
University of Houston-Downtown
Bachelor of Business Administration, Finance
Deborah Elwood, ABR, GRI, MRP Deborah Elwood, ABR, GRI, MRP's Wells Fargo Bank Experience May 2007 - June 2008
Job Real Estate Salesperson at JBGoodwin Realtors
Industry Real Estate
Experience
JBGoodwin Realtors March 2012 - Present
Catholic Life Insurance July 2011 - Present
WELLS FARGO BANK May 2007 - June 2008
THE BANK OF NEW YORK TRUST COMPANY October 2006 - April 2007
JPMORGAN CHASE BANK, N.A. November 1996 - September 2006
Air Products and Chemicals, Inc. July 1990 - July 1992
Fairmont Supply Company August 1982 - September 1985
CONSOLIDATION COAL COMPANY May 1978 - February 1979
Skills
Buyer Representation, Sellers, Real Estate, New Home Sales, Relocation, Condos, First Time Home Buyers, Townhomes, Single Family Homes, Investment Properties, Listings, Investors, Foreclosures, Short Sales, Real Estate Transactions, Referrals, Selling, Sales
Education
St. Mary's Seminary at University of St. Thomas 2006 — 2008
Theology/Theological Studies
University of Houston 1992 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
University of Colorado at Denver 1989 — 1992
Accounting
JBGoodwin Realtors March 2012 - Present
Catholic Life Insurance July 2011 - Present
WELLS FARGO BANK May 2007 - June 2008
THE BANK OF NEW YORK TRUST COMPANY October 2006 - April 2007
JPMORGAN CHASE BANK, N.A. November 1996 - September 2006
Air Products and Chemicals, Inc. July 1990 - July 1992
Fairmont Supply Company August 1982 - September 1985
CONSOLIDATION COAL COMPANY May 1978 - February 1979
Skills
Buyer Representation, Sellers, Real Estate, New Home Sales, Relocation, Condos, First Time Home Buyers, Townhomes, Single Family Homes, Investment Properties, Listings, Investors, Foreclosures, Short Sales, Real Estate Transactions, Referrals, Selling, Sales
Education
St. Mary's Seminary at University of St. Thomas 2006 — 2008
Theology/Theological Studies
University of Houston 1992 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
University of Colorado at Denver 1989 — 1992
Accounting
Paul Shah Paul Shah's Wells Fargo Bank Experience December 2013 - Present
Job SBA Business Development Officer at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank December 2013 - Present
Wells Fargo December 2011 - December 2013
Wells Fargo September 2009 - December 2010
Skills
Credit, Loans, Banking, Mortgage Lending, Relationship Management, Cross Selling, Consumer Lending, Small Business Lending, Commercial Banking, Credit Analysis, Sales, Retail Banking, Merchant Services, Commercial Lending, Cold Calling, Loan Origination
Education
University of Houston 2000 — 2004
Business Administration, Business Administration and Management, General
Wells Fargo Bank December 2013 - Present
Wells Fargo December 2011 - December 2013
Wells Fargo September 2009 - December 2010
Skills
Credit, Loans, Banking, Mortgage Lending, Relationship Management, Cross Selling, Consumer Lending, Small Business Lending, Commercial Banking, Credit Analysis, Sales, Retail Banking, Merchant Services, Commercial Lending, Cold Calling, Loan Origination
Education
University of Houston 2000 — 2004
Business Administration, Business Administration and Management, General
Richard Balcon Richard Balcon's Wells Fargo Bank Experience September 1993 - September 1996
Job Experienced Software Techologist
Industry Computer Software
Experience
Responsys May 2012 - Present
Logos Informatics February 2010 - Present
Williams-Sonoma, Inc. July 2010 - May 2012
Omnisen December 2009 - October 2010
BGI May 2007 - January 2010
DragonVista January 2007 - May 2008
Webjuice March 2006 - January 2007
Yesmail, Inc September 2001 - January 2006
Tartan Technology, Inc September 1996 - July 2001
Wells Fargo Bank September 1993 - September 1996
Skills
Scalable online..., multi-tiered..., BPM and SOA strategies, RESTful Web Services..., Object Oriented Design, Open Source Integration, Agile & Waterfall..., Java, PHP, HTML, Freemarker, JavaScript, JDBC, JMS, JavaMail, Maven2, JBoss Application Server, Tomcat, Jetty, Spring, Oracle Reports, SQL, PL/SQL, Windows, Mac OS X, Linux, Cassandra, Solr, Architecture, Online Advertising, Software Engineering, Scalability, Strategies, SOA, Martial Arts, Distributed Systems, Software Development, Integration, Java Enterprise Edition, Databases, Agile Methodologies, Enterprise Software, Web Applications, Cloud Computing, E-commerce, Web Services, Solution Architecture, Start-ups, Architectures, Big Data
Education
University of Hertfordshire 1975 — 1979
Bsc, Computer Science
University of Hertfordshire
Bachelor of Science (B.S.), Computer Science
Responsys May 2012 - Present
Logos Informatics February 2010 - Present
Williams-Sonoma, Inc. July 2010 - May 2012
Omnisen December 2009 - October 2010
BGI May 2007 - January 2010
DragonVista January 2007 - May 2008
Webjuice March 2006 - January 2007
Yesmail, Inc September 2001 - January 2006
Tartan Technology, Inc September 1996 - July 2001
Wells Fargo Bank September 1993 - September 1996
Skills
Scalable online..., multi-tiered..., BPM and SOA strategies, RESTful Web Services..., Object Oriented Design, Open Source Integration, Agile & Waterfall..., Java, PHP, HTML, Freemarker, JavaScript, JDBC, JMS, JavaMail, Maven2, JBoss Application Server, Tomcat, Jetty, Spring, Oracle Reports, SQL, PL/SQL, Windows, Mac OS X, Linux, Cassandra, Solr, Architecture, Online Advertising, Software Engineering, Scalability, Strategies, SOA, Martial Arts, Distributed Systems, Software Development, Integration, Java Enterprise Edition, Databases, Agile Methodologies, Enterprise Software, Web Applications, Cloud Computing, E-commerce, Web Services, Solution Architecture, Start-ups, Architectures, Big Data
Education
University of Hertfordshire 1975 — 1979
Bsc, Computer Science
University of Hertfordshire
Bachelor of Science (B.S.), Computer Science
Mary Smith (Wells Fargo) Mary Smith (Wells Fargo)'s Wells Fargo Bank Experience May 2010 - Present
Job Private Mortgage Banker at Wells Fargo Bank NMLSR 453308
Industry Financial Services
Experience
Wells Fargo Bank May 2010 - Present
First Union National Bank 1987 - 2001
Skills
Mortgage Banking, Loan Origination, Credit, Residential Mortgages, Credit Analysis, Banking, Commercial Lending, Underwriting, Investments, Wealth Management, Portfolio Management, Series 7
Education
University of Florida 1981 — 1986
Bachelor of Business Administration (BBA), Finance, General
St. Johns Country Day School
Wells Fargo Bank May 2010 - Present
First Union National Bank 1987 - 2001
Skills
Mortgage Banking, Loan Origination, Credit, Residential Mortgages, Credit Analysis, Banking, Commercial Lending, Underwriting, Investments, Wealth Management, Portfolio Management, Series 7
Education
University of Florida 1981 — 1986
Bachelor of Business Administration (BBA), Finance, General
St. Johns Country Day School
Chase Jones Chase Jones's Wells Fargo Bank Experience July 2012 - May 2014
Job Summer Analyst at Sirios Capital Management
Industry
Experience
Wells Fargo Bank July 2012 - May 2014
Wells Fargo Securities June 2010 - June 2012
Skills
Financial Modeling, Investment Banking, LBO, Financial Analysis, Due Diligence, Valuation, Corporate Finance, Credit, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2005 — 2009
Bachelor's degree, Finance, General
Wells Fargo Bank July 2012 - May 2014
Wells Fargo Securities June 2010 - June 2012
Skills
Financial Modeling, Investment Banking, LBO, Financial Analysis, Due Diligence, Valuation, Corporate Finance, Credit, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2005 — 2009
Bachelor's degree, Finance, General
Salvador Salas, M.Ed. Salvador Salas, M.Ed.'s Wells Fargo Bank Experience December 2010 - June 2012
Job Credit Operations at Kohl's
Industry Financial Services
Experience
Kohl's Department Stores June 2012 - Present
Wells Fargo Bank December 2010 - June 2012
kohls 2012 - 2012
Allstate January 2000 - January 2009
Skills
Coaching, Customer Service, Sales, Account Management, Public Speaking, Microsoft Office, Product Marketing, Underwriting, Cross Selling, Mortgage Lending, Loans, Insurance
Education
Univeristy of Houston 2006 — 2008
M. Ed., Education
University of Houston 1996 — 1999
BS, Industrial Psychology
Wharton cou 1994 — 1996
A.A., bus
Kohl's Department Stores June 2012 - Present
Wells Fargo Bank December 2010 - June 2012
kohls 2012 - 2012
Allstate January 2000 - January 2009
Skills
Coaching, Customer Service, Sales, Account Management, Public Speaking, Microsoft Office, Product Marketing, Underwriting, Cross Selling, Mortgage Lending, Loans, Insurance
Education
Univeristy of Houston 2006 — 2008
M. Ed., Education
University of Houston 1996 — 1999
BS, Industrial Psychology
Wharton cou 1994 — 1996
A.A., bus
Lee Gay Lee Gay's Wells Fargo Bank Experience December 1979 - August 1988
Job PM Singularity Corporation
Industry Information Technology and Services
Experience
PM Singularity Corporation July 2012 - Present
CenterPoint Energy 2009 - 2014
IBM June 1998 - June 2013
IBM January 2009 - June 2012
IBM 2000 - 2012
Computer Sciences Corporation May 1993 - June 1998
Service Corporation International September 1988 - April 1993
Wells Fargo Bank December 1979 - August 1988
Skills
PMP, Program Management, Project Management, Method Development, PMO set-up, PMO, Project Portfolio..., Certified Project..., Integration, Management, Management Consulting, Business Process Design, IT Strategy, Visio, Project Planning, Leadership, Process Improvement, Business Process, Business Intelligence, Project Delivery, SDLC, CRM, Software Project..., Requirements Analysis, Business Analysis, Information Technology
Education
University of Houston 1987 — 1991
BS, Technical Communication
PM Singularity Corporation July 2012 - Present
CenterPoint Energy 2009 - 2014
IBM June 1998 - June 2013
IBM January 2009 - June 2012
IBM 2000 - 2012
Computer Sciences Corporation May 1993 - June 1998
Service Corporation International September 1988 - April 1993
Wells Fargo Bank December 1979 - August 1988
Skills
PMP, Program Management, Project Management, Method Development, PMO set-up, PMO, Project Portfolio..., Certified Project..., Integration, Management, Management Consulting, Business Process Design, IT Strategy, Visio, Project Planning, Leadership, Process Improvement, Business Process, Business Intelligence, Project Delivery, SDLC, CRM, Software Project..., Requirements Analysis, Business Analysis, Information Technology
Education
University of Houston 1987 — 1991
BS, Technical Communication
Robert Burge, CPA's Wells Fargo Bank Experience 1985 - March 1990
Job Finance and Banking Executive
Industry Financial Services
Experience
Xenith Bank July 2010 - Present
American Banking Association August 2009 - Present
Central Virginia Bankshares March 2006 - February 2010
Sport Supply Group, Inc June 2004 - March 2006
Dixie Sporting Goods, Inc. May 1998 - June 2004
Signet Banking Corporation May 1990 - December 1997
Wells Fargo Bank 1985 - March 1990
Skills
Process Improvement, Executive Management, Financial Reporting, Budgets, Commercial Lending, Internal Controls, Strategic Planning, Acquisition Integration, Asset Dispositions, Credit Analysis, Financial Accounting, Real Estate Lending, SOX Compliancy, Asset Based Lending
Education
University of Richmond - Robins School of Business 1995 — 1998
Master of Business Administration (MBA)
University of Florida - Warrington College of Business Administration 1981 — 1985
BSBA, Finance
University of Pennsylvania 2008 — 2010
Graduate Banking, Stonier National Graduate School of Banking
Xenith Bank July 2010 - Present
American Banking Association August 2009 - Present
Central Virginia Bankshares March 2006 - February 2010
Sport Supply Group, Inc June 2004 - March 2006
Dixie Sporting Goods, Inc. May 1998 - June 2004
Signet Banking Corporation May 1990 - December 1997
Wells Fargo Bank 1985 - March 1990
Skills
Process Improvement, Executive Management, Financial Reporting, Budgets, Commercial Lending, Internal Controls, Strategic Planning, Acquisition Integration, Asset Dispositions, Credit Analysis, Financial Accounting, Real Estate Lending, SOX Compliancy, Asset Based Lending
Education
University of Richmond - Robins School of Business 1995 — 1998
Master of Business Administration (MBA)
University of Florida - Warrington College of Business Administration 1981 — 1985
BSBA, Finance
University of Pennsylvania 2008 — 2010
Graduate Banking, Stonier National Graduate School of Banking
Adrian Hee Adrian Hee's Wells Fargo Bank Experience February 2009 - July 2012
Job COO and SVP Client Delivery at Aspen Woods Risk Solutions
Industry Management Consulting
Experience
ASPENWOODS RISK SOLUTIONS LLC March 2014 - Present
HADRIAN CONSULTING GROUP LLC January 2013 - Present
Wells Fargo Bank February 2009 - July 2012
Wachovia Bank March 2006 - September 2010
Bank of America January 1996 - March 2006
Bank of America January 1995 - August 1999
Solomon Brothers 1992 - 1995
Skills
Business Transformation, Outsourcing Management, Business Strategy, Project Portfolio..., Business Change..., Strategic Planning, Outsourcing Advisory, Program Implementation, Program Management, Credit Analysis, IT Outsourcing, Business Process..., Business Process..., Operational Risk..., Change Management, Outsourcing, Business Process, Strategy, Risk Management, Governance, Cross-functional Team..., PMO, Offshoring, Executive Management, Business Process..., Financial Analysis, Team Management, BPO, Vendor Management, Capital Markets, Investment Banking, Management Consulting, Process Improvement, Business Analysis, Relationship Management, Global Delivery, Business Intelligence, Operational Excellence, Banking, Financial Services, Financial Modeling, Leadership, Portfolio Management, Management, Consulting, Integration
Education
Wake Forest University School of Business 1997 — 1999
MBA, General Management
University of Florida 1987 — 1991
BS, Accounting
ASPENWOODS RISK SOLUTIONS LLC March 2014 - Present
HADRIAN CONSULTING GROUP LLC January 2013 - Present
Wells Fargo Bank February 2009 - July 2012
Wachovia Bank March 2006 - September 2010
Bank of America January 1996 - March 2006
Bank of America January 1995 - August 1999
Solomon Brothers 1992 - 1995
Skills
Business Transformation, Outsourcing Management, Business Strategy, Project Portfolio..., Business Change..., Strategic Planning, Outsourcing Advisory, Program Implementation, Program Management, Credit Analysis, IT Outsourcing, Business Process..., Business Process..., Operational Risk..., Change Management, Outsourcing, Business Process, Strategy, Risk Management, Governance, Cross-functional Team..., PMO, Offshoring, Executive Management, Business Process..., Financial Analysis, Team Management, BPO, Vendor Management, Capital Markets, Investment Banking, Management Consulting, Process Improvement, Business Analysis, Relationship Management, Global Delivery, Business Intelligence, Operational Excellence, Banking, Financial Services, Financial Modeling, Leadership, Portfolio Management, Management, Consulting, Integration
Education
Wake Forest University School of Business 1997 — 1999
MBA, General Management
University of Florida 1987 — 1991
BS, Accounting
FJ Tribuzio FJ Tribuzio's Wells Fargo Bank Experience March 2009 - June 2011
Job Vice President at SunTrust Bank
Industry Banking
Experience
SunTrust Bank September 2013 - Present
SunTrust Bank June 2011 - August 2013
Wells Fargo Bank March 2009 - June 2011
Wachovia, A Wells Fargo Company May 2004 - February 2009
Wells Fargo Financial September 2003 - May 2004
Skills
Credit, Microsoft Excel, Financial Analysis, Finance, Credit Analysis, P&L Management, Credit Negotiations, Financial Statements, Financial Projection, Strategic Planning, Business Strategy, Project Management, Risk Management, Credit Risk, Loan Origination, Change Management, Presenter, Financial Modeling, Cash Flow Statements, Cash Flow Forecasting, Corporate Finance, Small Business Lending, Consumer Lending, Commercial Lending, Leadership, Investments, Commercial Banking, Banking, Accounting, Treasury Management, Cash Management, Lines Of Credit, Retail Banking, Mortgage Lending, CRM, Cross Selling, Relationship Management, Management, Loans, Portfolio Management, Sales, Analysis, Financial Services
Education
Georgia State University - J. Mack Robinson College of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance
University of Georgia - Terry College of Business 1999 — 2003
Bachelor's Degree, Finance
SunTrust Bank September 2013 - Present
SunTrust Bank June 2011 - August 2013
Wells Fargo Bank March 2009 - June 2011
Wachovia, A Wells Fargo Company May 2004 - February 2009
Wells Fargo Financial September 2003 - May 2004
Skills
Credit, Microsoft Excel, Financial Analysis, Finance, Credit Analysis, P&L Management, Credit Negotiations, Financial Statements, Financial Projection, Strategic Planning, Business Strategy, Project Management, Risk Management, Credit Risk, Loan Origination, Change Management, Presenter, Financial Modeling, Cash Flow Statements, Cash Flow Forecasting, Corporate Finance, Small Business Lending, Consumer Lending, Commercial Lending, Leadership, Investments, Commercial Banking, Banking, Accounting, Treasury Management, Cash Management, Lines Of Credit, Retail Banking, Mortgage Lending, CRM, Cross Selling, Relationship Management, Management, Loans, Portfolio Management, Sales, Analysis, Financial Services
Education
Georgia State University - J. Mack Robinson College of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance
University of Georgia - Terry College of Business 1999 — 2003
Bachelor's Degree, Finance
Linhda Le Linhda Le's Wells Fargo Bank Experience June 1997 - June 1999
Job Sr Analyst at FCBT
Industry Financial Services
Experience
Farm Credit Bank of Texas March 2012 - Present
SAMCO Capital Markets July 2001 - March 2012
Metrobank June 1999 - July 2001
Wells Fargo Bank June 1997 - June 1999
Skills
Financial Analysis, Forecasting, Risk Management, Leadership, Management, Analysis, Business Intelligence, Budgets, Banking, Accounting, Analytics, Sales
Education
St. Edward's University 2008 — 2010
Master, Business Administration
University of Houston, C.T. Bauer College of Business 1994 — 2001
Bachelor of Business Administration, Finance
Universitat Jaume I
Doctorate, International Business
Farm Credit Bank of Texas March 2012 - Present
SAMCO Capital Markets July 2001 - March 2012
Metrobank June 1999 - July 2001
Wells Fargo Bank June 1997 - June 1999
Skills
Financial Analysis, Forecasting, Risk Management, Leadership, Management, Analysis, Business Intelligence, Budgets, Banking, Accounting, Analytics, Sales
Education
St. Edward's University 2008 — 2010
Master, Business Administration
University of Houston, C.T. Bauer College of Business 1994 — 2001
Bachelor of Business Administration, Finance
Universitat Jaume I
Doctorate, International Business
Shelley Hughes Chavez Shelley Hughes Chavez's Wells Fargo Bank Experience October 2010 - Present
Job Senior Database Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Bank October 2010 - Present
Loyalty Lab (a TIBCO company) October 2011 - August 2012
Conifer Securities December 2009 - October 2010
Berkeley-East Bay Humane Society 2008 - 2010
Design Within Reach January 2009 - October 2009
American Academy of Ophthalmology November 2007 - July 2008
World Savings / Wachovia May 1999 - November 2007
Phototelesis 1996 - 1998
Skills
Database Design, ETL, MCTS - SQL Server, VB.NET, C#, Integrated Systems, Microsoft SQL Server, SharePoint, Business Analysis, Visio, SDLC, DB2, Process Improvement, Analysis, Integration, Databases, Microsoft Certified..., Oracle, SQL, T-SQL, Software Development, XML, Requirements Analysis, SSRS
Education
University of Houston
Wells Fargo Bank October 2010 - Present
Loyalty Lab (a TIBCO company) October 2011 - August 2012
Conifer Securities December 2009 - October 2010
Berkeley-East Bay Humane Society 2008 - 2010
Design Within Reach January 2009 - October 2009
American Academy of Ophthalmology November 2007 - July 2008
World Savings / Wachovia May 1999 - November 2007
Phototelesis 1996 - 1998
Skills
Database Design, ETL, MCTS - SQL Server, VB.NET, C#, Integrated Systems, Microsoft SQL Server, SharePoint, Business Analysis, Visio, SDLC, DB2, Process Improvement, Analysis, Integration, Databases, Microsoft Certified..., Oracle, SQL, T-SQL, Software Development, XML, Requirements Analysis, SSRS
Education
University of Houston
Michael Trejo Michael Trejo's Wells Fargo Bank Experience October 2000 - October 2006
Job Vice President Commercial Lending at Whitney Bank
Industry Banking
Experience
Whitney Bank August 2014 - Present
Harris County Precinct One Street Olympics December 2005 - Present
Neighborhood Recovery Community Development Corporation July 2012 - Present
Iberia Bank August 2010 - July 2014
NHPO January 2011 - December 2012
Skills For Living, Inc. May 2010 - December 2012
Capital One Bank October 2006 - August 2010
Wells Fargo Bank October 2000 - October 2006
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Banking, Loans, Leadership, Sales, Finance, Coaching, Credit, Consumer Lending, Financial Analysis, Portfolio Management, Nonprofits, Credit Analysis, Risk Management, Loan Origination, Retail Banking, Mortgage Lending, Lines Of Credit, Real Estate, Cross Selling, Small Business, Underwriting, Corporate Finance, Treasury Management, Staff Development, Community Reinvestment...
Education
University of Houston 1999 — 2002
Finance, General
NHPO Leadership Institute 2011 — 2011
Class V Graduate, Servant Leadership
Whitney Bank August 2014 - Present
Harris County Precinct One Street Olympics December 2005 - Present
Neighborhood Recovery Community Development Corporation July 2012 - Present
Iberia Bank August 2010 - July 2014
NHPO January 2011 - December 2012
Skills For Living, Inc. May 2010 - December 2012
Capital One Bank October 2006 - August 2010
Wells Fargo Bank October 2000 - October 2006
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Banking, Loans, Leadership, Sales, Finance, Coaching, Credit, Consumer Lending, Financial Analysis, Portfolio Management, Nonprofits, Credit Analysis, Risk Management, Loan Origination, Retail Banking, Mortgage Lending, Lines Of Credit, Real Estate, Cross Selling, Small Business, Underwriting, Corporate Finance, Treasury Management, Staff Development, Community Reinvestment...
Education
University of Houston 1999 — 2002
Finance, General
NHPO Leadership Institute 2011 — 2011
Class V Graduate, Servant Leadership
Bhav Dhanak Bhav Dhanak's Wells Fargo Bank Experience 2008 - 2011
Job Senior Manager, Strategic Initiatives at American Express
Industry Financial Services
Experience
Deutsche Bank 2013 - 2014
Deutsche Bank 2011 - 2013
Wells Fargo Bank 2008 - 2011
University of Florida 2006 - 2008
Morgan Stanley May 2007 - August 2007
Baydonhill PLC August 2006 - December 2006
Skills
Capital Markets, Investment Banking, Fixed Income, Strategy, Consultative Sales..., Account Management, Business Development, Cross-functional Team..., Sales
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
Bachelor of Science, Finance, French
Deutsche Bank 2013 - 2014
Deutsche Bank 2011 - 2013
Wells Fargo Bank 2008 - 2011
University of Florida 2006 - 2008
Morgan Stanley May 2007 - August 2007
Baydonhill PLC August 2006 - December 2006
Skills
Capital Markets, Investment Banking, Fixed Income, Strategy, Consultative Sales..., Account Management, Business Development, Cross-functional Team..., Sales
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
Bachelor of Science, Finance, French
Kenneth Chiu Kenneth Chiu's Wells Fargo Bank Experience January 2005 - July 2006
Job Investment Advisor and Branch Office Supervisor at Transamerica Financial Advisors, Inc.
Industry Insurance
Experience
Transamerica Financial Advisors, Inc. March 2013 - Present
Transamerica Investment Advisor May 2012 - Present
Bank of America November 2010 - December 2011
RE/MAX October 2008 - November 2010
Cathay Bank July 2006 - July 2008
Wells Fargo Bank January 2005 - July 2006
Citicorp Investment Services April 2003 - January 2005
Wells Fargo Investments March 2002 - April 2003
Merrill Lynch International Private Client Group January 2000 - October 2001
Citibank, F.S.B. January 1996 - January 2000
Skills
Investments, Commercial Mortgages, Strategic Financial..., Credit, Loans, Wealth Management, Banking, Finance, Real Estate, Portfolio Management, Underwriting, Business Analysis, Accounting, Insurance, Commercial Lending, Credit Analysis
Education
University of Guelph 1980 — 1983
Bachelor Degree, Management and Economics Double Major
Transamerica Financial Advisors, Inc. March 2013 - Present
Transamerica Investment Advisor May 2012 - Present
Bank of America November 2010 - December 2011
RE/MAX October 2008 - November 2010
Cathay Bank July 2006 - July 2008
Wells Fargo Bank January 2005 - July 2006
Citicorp Investment Services April 2003 - January 2005
Wells Fargo Investments March 2002 - April 2003
Merrill Lynch International Private Client Group January 2000 - October 2001
Citibank, F.S.B. January 1996 - January 2000
Skills
Investments, Commercial Mortgages, Strategic Financial..., Credit, Loans, Wealth Management, Banking, Finance, Real Estate, Portfolio Management, Underwriting, Business Analysis, Accounting, Insurance, Commercial Lending, Credit Analysis
Education
University of Guelph 1980 — 1983
Bachelor Degree, Management and Economics Double Major
Teresa Tran Teresa Tran's Wells Fargo Bank Experience January 2005 - September 2009
Job Revenue Accounting Supervisor at Kinder Morgan
Industry Accounting
Experience
Kinder Morgan August 2015 - Present
Powell Industries August 2012 - August 2015
Powell Industries March 2011 - August 2012
UHY Advisors September 2009 - March 2011
Wells Fargo Bank January 2005 - September 2009
Cederberg, Riley, Franks & Company PLLC January 2007 - May 2007
CVS Caremark Corporation July 2002 - January 2005
Skills
Accounting, Financial Reporting, Internal Controls, US GAAP, Auditing, General Ledger, Sarbanes-Oxley Act, GAAP, Financial Accounting, SEC filings, Fixed Assets, Process Improvement, Financial Statements, Internal Audit, Financial Audits, Variance Analysis, External Audit, Journal Entries, Account Reconciliation, Revenue Recognition, Budgets, Finance, Corporate Finance, Tax Preparation, CPA, Accounts Payable, Sarbanes-Oxley, Accounts Receivable, Cost Accounting, Accruals, Financial Analysis, Consolidation, Due Diligence, Financial Modeling, Cash Flow, Forecasting, IFRS, Financial Forecasting, Assurance, Cash Management, ERP
Education
University of Houston, C.T. Bauer College of Business 2004 — 2009
Bachelor of Business Administration, Accounting and Management
Kinder Morgan August 2015 - Present
Powell Industries August 2012 - August 2015
Powell Industries March 2011 - August 2012
UHY Advisors September 2009 - March 2011
Wells Fargo Bank January 2005 - September 2009
Cederberg, Riley, Franks & Company PLLC January 2007 - May 2007
CVS Caremark Corporation July 2002 - January 2005
Skills
Accounting, Financial Reporting, Internal Controls, US GAAP, Auditing, General Ledger, Sarbanes-Oxley Act, GAAP, Financial Accounting, SEC filings, Fixed Assets, Process Improvement, Financial Statements, Internal Audit, Financial Audits, Variance Analysis, External Audit, Journal Entries, Account Reconciliation, Revenue Recognition, Budgets, Finance, Corporate Finance, Tax Preparation, CPA, Accounts Payable, Sarbanes-Oxley, Accounts Receivable, Cost Accounting, Accruals, Financial Analysis, Consolidation, Due Diligence, Financial Modeling, Cash Flow, Forecasting, IFRS, Financial Forecasting, Assurance, Cash Management, ERP
Education
University of Houston, C.T. Bauer College of Business 2004 — 2009
Bachelor of Business Administration, Accounting and Management
Daniel Harkleroad Daniel Harkleroad's Wells Fargo Bank Experience October 2010 - May 2012
Job Business Sales Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
Wells Fargo Home Mortgage May 2012 - June 2013
Wells Fargo Bank October 2010 - May 2012
Wells Fargo Bank November 2008 - October 2010
Wells Fargo Home Mortgage January 2008 - November 2008
Metrocities Mortgage August 2006 - December 2007
Skills
Sales, Sales Management, Investment Banking, Account Management, Forecasting, Loans, Leadership, Mortgage Lending, Consumer Lending, Portfolio Management, Credit Analysis, Investments
Education
University of Georgia - Terry College of Business 2000 — 2003
Bachelor of Business Administration, Finance
Wells Fargo November 2013 - Present
Wells Fargo Home Mortgage May 2012 - June 2013
Wells Fargo Bank October 2010 - May 2012
Wells Fargo Bank November 2008 - October 2010
Wells Fargo Home Mortgage January 2008 - November 2008
Metrocities Mortgage August 2006 - December 2007
Skills
Sales, Sales Management, Investment Banking, Account Management, Forecasting, Loans, Leadership, Mortgage Lending, Consumer Lending, Portfolio Management, Credit Analysis, Investments
Education
University of Georgia - Terry College of Business 2000 — 2003
Bachelor of Business Administration, Finance
Morgan McKay Morgan McKay's Wells Fargo Bank Experience January 2008 - June 2010
Job Global Sourcing Manager, Energy & Utility at Stanley Black & Decker, Inc.
Industry Logistics and Supply Chain
Experience
Stanley Black & Decker, Inc. August 2015 - Present
Wasco Energy Group of Companies July 2013 - January 2015
Wasco Energy Group of Companies January 2013 - June 2013
AliTek Consulting 2011 - January 2013
FinOp27 2011 - 2012
Wells Fargo Bank January 2008 - June 2010
Grant Thornton January 2006 - December 2007
US Navy January 1997 - January 2001
Skills
Business Continuity..., Financial Reporting, Risk Management, Auditing, Business Development, Emergency Management, Crisis Management, Security Management, Military, Fraud, Risk Assessment, Financial Analysis, Physical Security, Budgets, Security, Project Management, Finance, Management, Project Planning, Accounting, Analysis, Internal Controls, Procurement, Operations Management, Strategy, Change Management, Petroleum, Leadership, Energy, Oil & Gas, Strategic Planning, Negotiation, Contract Management
Education
University of Houston 2010 — 2012
Master's, Security Management
University of San Diego 2001 — 2005
BS, Accountancy
Jakarta International School 1989 — 1996
High School
Stanley Black & Decker, Inc. August 2015 - Present
Wasco Energy Group of Companies July 2013 - January 2015
Wasco Energy Group of Companies January 2013 - June 2013
AliTek Consulting 2011 - January 2013
FinOp27 2011 - 2012
Wells Fargo Bank January 2008 - June 2010
Grant Thornton January 2006 - December 2007
US Navy January 1997 - January 2001
Skills
Business Continuity..., Financial Reporting, Risk Management, Auditing, Business Development, Emergency Management, Crisis Management, Security Management, Military, Fraud, Risk Assessment, Financial Analysis, Physical Security, Budgets, Security, Project Management, Finance, Management, Project Planning, Accounting, Analysis, Internal Controls, Procurement, Operations Management, Strategy, Change Management, Petroleum, Leadership, Energy, Oil & Gas, Strategic Planning, Negotiation, Contract Management
Education
University of Houston 2010 — 2012
Master's, Security Management
University of San Diego 2001 — 2005
BS, Accountancy
Jakarta International School 1989 — 1996
High School
Christina (Human) Caldwell Christina (Human) Caldwell's Wells Fargo Bank Experience January 2008 - March 2010
Job Purchasing & Production Planner at Precision Fluorocarbon, Inc.
Industry Human Resources
Experience
Precision Fluorocarbon Inc. July 2014 - July 2015
Precision Fluorocarbon Inc. February 2014 - July 2015
Premier Dance Academy September 2010 - July 2011
Memorial Hermann Healthcare System March 2010 - September 2010
Wells Fargo Bank January 2008 - March 2010
Skills
Proficient in use of..., Outgoing, optimistic,..., Gallup Top Five..., Microsoft Excel, Recruiting, PowerPoint, Time Management, Human Resources, Interviews, Talent Acquisition, Customer Service, Payroll, Training, Hiring, Microsoft Office, Microsoft Word, Leadership, Outlook, Employee Benefits
Education
University of Houston, C.T. Bauer College of Business 2007 — 2011
BBA, Business Management
Precision Fluorocarbon Inc. July 2014 - July 2015
Precision Fluorocarbon Inc. February 2014 - July 2015
Premier Dance Academy September 2010 - July 2011
Memorial Hermann Healthcare System March 2010 - September 2010
Wells Fargo Bank January 2008 - March 2010
Skills
Proficient in use of..., Outgoing, optimistic,..., Gallup Top Five..., Microsoft Excel, Recruiting, PowerPoint, Time Management, Human Resources, Interviews, Talent Acquisition, Customer Service, Payroll, Training, Hiring, Microsoft Office, Microsoft Word, Leadership, Outlook, Employee Benefits
Education
University of Houston, C.T. Bauer College of Business 2007 — 2011
BBA, Business Management
Gregory Pendzich's Wells Fargo Bank Experience September 2001 - December 2014
Job Vice President / Senior Business Relationship Manager at Regions Bank
Industry Banking
Experience
Regions Financial Corporation December 2014 - Present
Wells Fargo Bank September 2001 - December 2014
Skills
Series 7, Series 66, Business Relationship..., College of Commercial..., Series 7 Licence Holder, Series 66 Licence Holder, Business Relationship..., Management
Education
University of Houston 1997 — 2001
Bachelor of Business Administration, Marketing, Management Information Systems
Regions Financial Corporation December 2014 - Present
Wells Fargo Bank September 2001 - December 2014
Skills
Series 7, Series 66, Business Relationship..., College of Commercial..., Series 7 Licence Holder, Series 66 Licence Holder, Business Relationship..., Management
Education
University of Houston 1997 — 2001
Bachelor of Business Administration, Marketing, Management Information Systems
Valeria Jones Valeria Jones's Wells Fargo Bank Experience 2009 - 2011
Job Senior Product Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2011 - Present
Wells Fargo Bank 2009 - 2011
Wachovia Bank 1999 - October 2009
Wachovia Bank March 1996 - June 1999
Bank One February 1990 - March 1996
Bright Banc January 1986 - February 1990
Dallas Federal Savings January 1981 - January 1986
Skills
Bill Payment, Internet Security, Internet Banking, Mobile Banking and Bill..., Payments, Strategic Planning, Electronic Payments, Process Improvement, Mobile Banking, Credit Cards, ACH, Banking, Product Management, Vendor Management, E-commerce, Financial Services, Retail Banking, Relationship Management, Business Analysis, Customer Experience, Risk Management, Mobile Payments, Analytics, Business Requirements, Debit Cards, Payment Systems, Portfolio Management, Analysis, Cross-functional Team..., Management, Call Centers, SDLC, Leadership, Cards, Program Management, Enterprise Software, Payment Card Processing, Mergers & Acquisitions
Education
University of Georgia - Terry College of Business 1975 — 1979
BBA, Banking and Finance
Wells Fargo June 2011 - Present
Wells Fargo Bank 2009 - 2011
Wachovia Bank 1999 - October 2009
Wachovia Bank March 1996 - June 1999
Bank One February 1990 - March 1996
Bright Banc January 1986 - February 1990
Dallas Federal Savings January 1981 - January 1986
Skills
Bill Payment, Internet Security, Internet Banking, Mobile Banking and Bill..., Payments, Strategic Planning, Electronic Payments, Process Improvement, Mobile Banking, Credit Cards, ACH, Banking, Product Management, Vendor Management, E-commerce, Financial Services, Retail Banking, Relationship Management, Business Analysis, Customer Experience, Risk Management, Mobile Payments, Analytics, Business Requirements, Debit Cards, Payment Systems, Portfolio Management, Analysis, Cross-functional Team..., Management, Call Centers, SDLC, Leadership, Cards, Program Management, Enterprise Software, Payment Card Processing, Mergers & Acquisitions
Education
University of Georgia - Terry College of Business 1975 — 1979
BBA, Banking and Finance
Hugo Arenas Hugo Arenas's Wells Fargo Bank Experience 1996 - 2000
Job Informations Systems Specialist at MemberSource Credit Union
Industry Banking
Experience
MemberSource Credit Union TellerFirst Capital Bank2004 - 2004
Wells Fargo Bank 1996 - 2000
Education
University of Houston-Downtown 2006 — 2008
University of Houston 2000 — 2006
Finance
MemberSource Credit Union TellerFirst Capital Bank2004 - 2004
Wells Fargo Bank 1996 - 2000
Education
University of Houston-Downtown 2006 — 2008
University of Houston 2000 — 2006
Finance
Melinda Reynolds, CTP Melinda Reynolds, CTP's Wells Fargo Bank Experience December 2008 - February 2011
Job Assistant Vice President, Treasury Management Sales Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2015 - Present
Wells Fargo March 2011 - May 2015
Wells Fargo Bank December 2008 - February 2011
Woodforest National Bank November 2006 - September 2008
Skills
Banking, Finance, Economics, Data Analysis, Statistics, Management, Policy Analysis, Customer Service, Microsoft Office, Proactive self-starter, Portfolio Management, Treasury Management, Sales, Commercial Banking, Leadership, Financial Analysis, Credit Analysis, Cash Management
Education
University of Houston 2008 — 2011
Master of Business Administration (M.B.A.), Business Administration
University of Houston 2004 — 2007
Bachelor's degree, Economics, 3.4
Wells Fargo May 2015 - Present
Wells Fargo March 2011 - May 2015
Wells Fargo Bank December 2008 - February 2011
Woodforest National Bank November 2006 - September 2008
Skills
Banking, Finance, Economics, Data Analysis, Statistics, Management, Policy Analysis, Customer Service, Microsoft Office, Proactive self-starter, Portfolio Management, Treasury Management, Sales, Commercial Banking, Leadership, Financial Analysis, Credit Analysis, Cash Management
Education
University of Houston 2008 — 2011
Master of Business Administration (M.B.A.), Business Administration
University of Houston 2004 — 2007
Bachelor's degree, Economics, 3.4
Gregg VanBalveren Gregg VanBalveren's Wells Fargo Bank Experience October 2011 - August 2012
Job Mortgage Loan Officer
Industry Financial Services
Experience
BB&T July 2013 - Present
Wells Fargo Bank October 2011 - August 2012
Guaranty Mortgage Co. June 2002 - December 2010
Skills
Mortgage Lending, Refinance, Residential Homes, Loans, Credit, FHA, Mortgage Banking, Banking, Residential Mortgages, Investments, Finance, VA loans, Portfolio Management, Financial Analysis, Loan Origination, Commercial Mortgages, Investment Properties, Strategic Financial...
Education
University of Florida 1986 — 1990
BABA, Business
BB&T July 2013 - Present
Wells Fargo Bank October 2011 - August 2012
Guaranty Mortgage Co. June 2002 - December 2010
Skills
Mortgage Lending, Refinance, Residential Homes, Loans, Credit, FHA, Mortgage Banking, Banking, Residential Mortgages, Investments, Finance, VA loans, Portfolio Management, Financial Analysis, Loan Origination, Commercial Mortgages, Investment Properties, Strategic Financial...
Education
University of Florida 1986 — 1990
BABA, Business
Chad Bowser Chad Bowser's Wells Fargo Bank Experience 2005 - 2008
Job Executive Vice President at Green Bank
Industry Banking
Experience
Green Bank July 2008 - Present
Wells Fargo Bank 2005 - 2008
Sterling Bank 2001 - 2005
Education
University of Houston, C.T. Bauer College of Business 1998 — 2001
MBA
Green Bank July 2008 - Present
Wells Fargo Bank 2005 - 2008
Sterling Bank 2001 - 2005
Education
University of Houston, C.T. Bauer College of Business 1998 — 2001
MBA
Jim Bland Jim Bland's Wells Fargo Bank Experience August 2011 - Present
Job Vice President / Principal Business Relationship Manager
Industry Banking
Experience
Wells Fargo Bank August 2011 - Present
BB&T March 2008 - August 2011
Southeast Waste Consultants, Inc. December 2006 - December 2008
BBVA Compass June 2004 - December 2006
Community Bank of Marion County May 2003 - May 2004
Central Florida State Bank July 2002 - May 2003
UBS PaineWebber August 1998 - June 2002
SunTrust Bank October 1995 - July 1998
SouthTrust Bank October 1994 - October 1995
Barnett Bank of Marion County, NA November 1988 - October 1994
Skills
SBA, Commercial Lending, Non-profits, Commercial Real Estate, Commercial Banking, Credit, Finance, Loans, Small Business Lending, Commercial Mortgages, Credit Analysis, Loan Origination, Lines Of Credit, Financial Services, Treasury Management, Asset Based Lending, Banking, Credit Risk, Construction Loans, Cash Management, Real Estate Financing, Cross Selling, Business Relationship..., New Business Development, Risk Management, Financial Risk, Investment Properties, Deposits, Real Estate, Real Estate Economics, Financial Analysis, Underwriting
Education
University of Florida - Warrington College of Business Administration 1990 — 1992
BSBA, Finance
Central Florida Community College 1988 — 1990
AA, Business Administration
Wells Fargo Bank August 2011 - Present
BB&T March 2008 - August 2011
Southeast Waste Consultants, Inc. December 2006 - December 2008
BBVA Compass June 2004 - December 2006
Community Bank of Marion County May 2003 - May 2004
Central Florida State Bank July 2002 - May 2003
UBS PaineWebber August 1998 - June 2002
SunTrust Bank October 1995 - July 1998
SouthTrust Bank October 1994 - October 1995
Barnett Bank of Marion County, NA November 1988 - October 1994
Skills
SBA, Commercial Lending, Non-profits, Commercial Real Estate, Commercial Banking, Credit, Finance, Loans, Small Business Lending, Commercial Mortgages, Credit Analysis, Loan Origination, Lines Of Credit, Financial Services, Treasury Management, Asset Based Lending, Banking, Credit Risk, Construction Loans, Cash Management, Real Estate Financing, Cross Selling, Business Relationship..., New Business Development, Risk Management, Financial Risk, Investment Properties, Deposits, Real Estate, Real Estate Economics, Financial Analysis, Underwriting
Education
University of Florida - Warrington College of Business Administration 1990 — 1992
BSBA, Finance
Central Florida Community College 1988 — 1990
AA, Business Administration
Daniel Scholl Daniel Scholl's Wells Fargo Bank Experience August 1996 - November 2000
Job Serving others
Industry Financial Services
Experience
Family Services of Greater Houston August 2011 - Present
Alief ISD October 2009 - May 2011
Memorial Drive United Methodist Church August 2006 - August 2010
VALIC November 2000 - May 2005
Wells Fargo Bank August 1996 - November 2000
Skills
Nonprofits, Public Speaking, Community Outreach, Asset Management, Event Planning, Coaching, Program Development, Microsoft Office, Teaching, Finance, Training, Editing, Leadership Development, Staff Development, Community Development, Team Building, Accounts Payable, Case Managment, Customer Service, Event Management, Fundraising, Grant Writing, Leadership, Management, Microsoft Excel, Microsoft Word, PowerPoint, Public Relations, Research, Sales, Social Media, Social Services, Strategic Planning, Team Leadership, Volunteer Management, Case Management
Education
Gonzaga University 2014 — 2016
Master of Arts (M.A.), Organizational Leadership
University of Houston 1990 — 1996
BA, English Literature
Stratford High 1986 — 1990
College Prep
Family Services of Greater Houston August 2011 - Present
Alief ISD October 2009 - May 2011
Memorial Drive United Methodist Church August 2006 - August 2010
VALIC November 2000 - May 2005
Wells Fargo Bank August 1996 - November 2000
Skills
Nonprofits, Public Speaking, Community Outreach, Asset Management, Event Planning, Coaching, Program Development, Microsoft Office, Teaching, Finance, Training, Editing, Leadership Development, Staff Development, Community Development, Team Building, Accounts Payable, Case Managment, Customer Service, Event Management, Fundraising, Grant Writing, Leadership, Management, Microsoft Excel, Microsoft Word, PowerPoint, Public Relations, Research, Sales, Social Media, Social Services, Strategic Planning, Team Leadership, Volunteer Management, Case Management
Education
Gonzaga University 2014 — 2016
Master of Arts (M.A.), Organizational Leadership
University of Houston 1990 — 1996
BA, English Literature
Stratford High 1986 — 1990
College Prep
Martin Carcache's Wells Fargo Bank Experience 2005 - 2012
Job Business Development at LB Pipe & Coupling Products
Industry Oil & Energy
Experience
LB Pipe & Coupling Products August 2015 - Present
Precision Couplings January 2012 - July 2015
Wells Fargo Bank 2005 - 2012
Nextel Communications 2000 - 2004
Skills
Cash Management, Cash Flow, Working Capital..., Capex, Loans, Payments, Accounts Receivable, Refinance, Accounts Payable, Credit, Real Estate, OCTG, Couplings, Oil&Gas, Oilfield Services, Oilfield, Oil/Gas, Business Development, Sales, Contract Negotiation, Negotiation, Procurement, Treasury Management, Banking, Energy Industry, Credit Risk, Forecasting, Selling, Sales Management, Commercial Banking, Customer Service, Finance, Leadership, Management, Account Management, Business Planning, Portfolio Management, Oil & Gas, Budgets, Operations Management, Strategic Financial..., Natural Gas, Insurance, New Business Development, Business, Cold Calling
Education
University of Houston
LB Pipe & Coupling Products August 2015 - Present
Precision Couplings January 2012 - July 2015
Wells Fargo Bank 2005 - 2012
Nextel Communications 2000 - 2004
Skills
Cash Management, Cash Flow, Working Capital..., Capex, Loans, Payments, Accounts Receivable, Refinance, Accounts Payable, Credit, Real Estate, OCTG, Couplings, Oil&Gas, Oilfield Services, Oilfield, Oil/Gas, Business Development, Sales, Contract Negotiation, Negotiation, Procurement, Treasury Management, Banking, Energy Industry, Credit Risk, Forecasting, Selling, Sales Management, Commercial Banking, Customer Service, Finance, Leadership, Management, Account Management, Business Planning, Portfolio Management, Oil & Gas, Budgets, Operations Management, Strategic Financial..., Natural Gas, Insurance, New Business Development, Business, Cold Calling
Education
University of Houston
Shannon Pogue's Wells Fargo Bank Experience January 2000 - January 2003
Job Consumer Lending Leader
Industry Banking
Experience
U.S. Bank June 2012 - August 2015
U.S. Bank January 2003 - January 2012
Wells Fargo Bank January 2000 - January 2003
Wells Fargo January 1998 - January 2000
Wells Fargo Bank January 1994 - January 1998
Skills
Management, Banking, Process Improvement, Leadership, Consumer Lending, Loans, Relationship Management, Portfolio Management, Risk Management, Credit, Credit Analysis, Small Business Lending, Financial Analysis, Loan Origination, Mortgage Lending, Credit Risk
Education
Villanova University 2015 — 2015
Certificate, Six Sigma Green Belt
Consumer Bankers Association - Graduate School of Retail Bank Management 2008 — 2010
Certification
University of Houston
B.S, Economics
U.S. Bank June 2012 - August 2015
U.S. Bank January 2003 - January 2012
Wells Fargo Bank January 2000 - January 2003
Wells Fargo January 1998 - January 2000
Wells Fargo Bank January 1994 - January 1998
Skills
Management, Banking, Process Improvement, Leadership, Consumer Lending, Loans, Relationship Management, Portfolio Management, Risk Management, Credit, Credit Analysis, Small Business Lending, Financial Analysis, Loan Origination, Mortgage Lending, Credit Risk
Education
Villanova University 2015 — 2015
Certificate, Six Sigma Green Belt
Consumer Bankers Association - Graduate School of Retail Bank Management 2008 — 2010
Certification
University of Houston
B.S, Economics
DANIELLE GBAE DANIELLE GBAE's Wells Fargo Bank Experience August 2004 - February 2006
Job Parking Booth Attendant at Platinum Parking
Industry Consumer Services
Experience
Platinum Parking April 2010 - Present
General Consulate of France, Houston October 2013 - January 2014
General Consulate of France March 2013 - March 2013
N.C.O August 2007 - March 2008
Potawatomi Bingo Casino March 2006 - February 2007
Wells Fargo Bank August 2004 - February 2006
Skills
Social Media, Microsoft Office, Communication, Customer Service, Banking, Retail, Casino, Cash Handling, Cash Management, Document Review, Document Preparation
Education
University of Houston 2009 — 2013
Bachelor of Arts (B.A.), corporate communication
Platinum Parking April 2010 - Present
General Consulate of France, Houston October 2013 - January 2014
General Consulate of France March 2013 - March 2013
N.C.O August 2007 - March 2008
Potawatomi Bingo Casino March 2006 - February 2007
Wells Fargo Bank August 2004 - February 2006
Skills
Social Media, Microsoft Office, Communication, Customer Service, Banking, Retail, Casino, Cash Handling, Cash Management, Document Review, Document Preparation
Education
University of Houston 2009 — 2013
Bachelor of Arts (B.A.), corporate communication
Michael Stelogeannis Michael Stelogeannis's Wells Fargo Bank Experience March 2008 - March 2013
Job Premier Banker, Vice President at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank December 2012 - Present
Wells Fargo Bank March 2008 - March 2013
Morgan Stanley January 2006 - March 2008
Skills
Wealth Management, Credit, Banking, Mortgage Lending, Loans, Portfolio Management, Private Banking, Credit Analysis, Relationship Management, Loan Origination, Lines Of Credit, Customer Service, Financial Services, Mortgage Banking, Retail Banking, Team Building
Education
University of Florida 2001 — 2006
BA, International Relations, Business, Political Science
SunTrust Bank December 2012 - Present
Wells Fargo Bank March 2008 - March 2013
Morgan Stanley January 2006 - March 2008
Skills
Wealth Management, Credit, Banking, Mortgage Lending, Loans, Portfolio Management, Private Banking, Credit Analysis, Relationship Management, Loan Origination, Lines Of Credit, Customer Service, Financial Services, Mortgage Banking, Retail Banking, Team Building
Education
University of Florida 2001 — 2006
BA, International Relations, Business, Political Science
Anjali V Anjali V's Wells Fargo Bank Experience February 2005 - June 2008
Job Executive Assistant, Commercial and Industrial Banking at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation January 2011 - Present
BBVA Compass June 2008 - December 2010
Guaranty Bank 2008 - 2010
Wells Fargo Bank February 2005 - June 2008
Skills
Commercial Banking, Banking, Retail Banking, Consumer Lending, Commercial Lending
Education
University of Houston 2004 — 2005
Bachelor of Business Administration (BBA)-
Wharton County Junior College and HCCS
Basics
Regions Financial Corporation January 2011 - Present
BBVA Compass June 2008 - December 2010
Guaranty Bank 2008 - 2010
Wells Fargo Bank February 2005 - June 2008
Skills
Commercial Banking, Banking, Retail Banking, Consumer Lending, Commercial Lending
Education
University of Houston 2004 — 2005
Bachelor of Business Administration (BBA)-
Wharton County Junior College and HCCS
Basics
Dr Geanie Asante Dr Geanie Asante's Wells Fargo Bank Experience October 2005 - Present
Job Author, Senior Manager, Digital Channels Group, Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank October 2005 - Present
PMI Mortgage Insurance Company March 2003 - April 2005
Xoriant Corporation February 2000 - March 2003
DHL UK 1994 - 1997
Skills
Analysis, Web Development, Organizational..., Mentoring, Program Management, Process Improvement, Process Development, Project Planning, Project Finance, Project Delivery, Project Management, Process Simulation, Cross-functional Team..., PMO, Requirements Gathering, Security, MS Project, Risk Management, SDLC, Business Analysis, Product Management, Agile Methodologies, Business Process, Software Project..., Management, Strategy, Quality Assurance, Testing, Team Leadership, Vendor Management, Enterprise Architecture, Access, Business Requirements, Visio, Project Portfolio..., Business Process..., PMP, Requirements Analysis, SharePoint, IT Strategy, Leadership
Education
University of Phoenix 2006 — 2010
Doctorate, Doctor of Management - Organizational Leadership in Information Systems & Technology
Southbank University 1994 — 1996
MSc, Computer Science
University of Hertfordshire 1990 — 1992
BSc, Computer Science
Wells Fargo Bank October 2005 - Present
PMI Mortgage Insurance Company March 2003 - April 2005
Xoriant Corporation February 2000 - March 2003
DHL UK 1994 - 1997
Skills
Analysis, Web Development, Organizational..., Mentoring, Program Management, Process Improvement, Process Development, Project Planning, Project Finance, Project Delivery, Project Management, Process Simulation, Cross-functional Team..., PMO, Requirements Gathering, Security, MS Project, Risk Management, SDLC, Business Analysis, Product Management, Agile Methodologies, Business Process, Software Project..., Management, Strategy, Quality Assurance, Testing, Team Leadership, Vendor Management, Enterprise Architecture, Access, Business Requirements, Visio, Project Portfolio..., Business Process..., PMP, Requirements Analysis, SharePoint, IT Strategy, Leadership
Education
University of Phoenix 2006 — 2010
Doctorate, Doctor of Management - Organizational Leadership in Information Systems & Technology
Southbank University 1994 — 1996
MSc, Computer Science
University of Hertfordshire 1990 — 1992
BSc, Computer Science
LaVerne St.Mary LaVerne St.Mary's Wells Fargo Bank Experience June 2008 - July 2009
Job Mortgage Lender at Victorian a Mortgage Lender. Dedicated to providing simplified mortgage financing for each client!
Industry Financial Services
Experience
Victorian Finance, LLC April 2011 - Present
ViewPoint Bank July 2009 - March 2011
Wells Fargo Bank June 2008 - July 2009
Fieldstone Mortgage Company February 2006 - July 2008
Chase 1996 - 2008
JPMorgan Chase January 1996 - February 2006
Bank One 1996 - 1998
Skills
Mortgage, Loans, Home, First Time Home Buyers, FHA, Mortgage Lending, Customer Satisfaction, Customer Service, Loan Origination, Retail Banking, Banking, Certified Mortgage..., Commercial Lending, Credit, FHA financing, Foreclosures, Government Loans, Insurance, Investments
Education
University of Houston
Business Management
Victorian Finance, LLC April 2011 - Present
ViewPoint Bank July 2009 - March 2011
Wells Fargo Bank June 2008 - July 2009
Fieldstone Mortgage Company February 2006 - July 2008
Chase 1996 - 2008
JPMorgan Chase January 1996 - February 2006
Bank One 1996 - 1998
Skills
Mortgage, Loans, Home, First Time Home Buyers, FHA, Mortgage Lending, Customer Satisfaction, Customer Service, Loan Origination, Retail Banking, Banking, Certified Mortgage..., Commercial Lending, Credit, FHA financing, Foreclosures, Government Loans, Insurance, Investments
Education
University of Houston
Business Management
Steve Massey Steve Massey's Wells Fargo Bank Experience February 2011 - June 2013
Job Vice President Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2013 - Present
Wells Fargo Bank February 2011 - June 2013
Wells Fargo Bank November 2009 - February 2011
Sterling Bank May 2008 - October 2009
Wells Fargo Bank August 2006 - May 2008
UH PES sales program 2006 - 2007
Skills
Financial Analysis, Credit Analysis, Underwriting, Credit, Leadership, Banking, Risk Management, Management, Loans, Finance, Portfolio Management, Analysis, Training, Sales, Commercial Banking, Commercial Lending, Team Building, Customer Service, Cash Flow, Small Business Lending, Cross Selling, Lines Of Credit, Credit Risk, Relationship Management, Treasury Management, Cash Management, Loan Origination, Financial Risk, Microsoft Excel, Retail Banking, Outlook, CRM, Real Estate, Commercial Mortgages, Employee Benefits, Commercial Real Estate, Credit Cards, Accounting, New Business Development, Valuation, Insurance
Education
University of Houston, C.T. Bauer College of Business 2003 — 2007
Marketing, Marketing, Sales
Wells Fargo June 2013 - Present
Wells Fargo Bank February 2011 - June 2013
Wells Fargo Bank November 2009 - February 2011
Sterling Bank May 2008 - October 2009
Wells Fargo Bank August 2006 - May 2008
UH PES sales program 2006 - 2007
Skills
Financial Analysis, Credit Analysis, Underwriting, Credit, Leadership, Banking, Risk Management, Management, Loans, Finance, Portfolio Management, Analysis, Training, Sales, Commercial Banking, Commercial Lending, Team Building, Customer Service, Cash Flow, Small Business Lending, Cross Selling, Lines Of Credit, Credit Risk, Relationship Management, Treasury Management, Cash Management, Loan Origination, Financial Risk, Microsoft Excel, Retail Banking, Outlook, CRM, Real Estate, Commercial Mortgages, Employee Benefits, Commercial Real Estate, Credit Cards, Accounting, New Business Development, Valuation, Insurance
Education
University of Houston, C.T. Bauer College of Business 2003 — 2007
Marketing, Marketing, Sales
Lupe Torres Lupe Torres's Wells Fargo Bank Experience February 1990 - December 1992
Job Vice President Small Business Chat Unit Manager
Industry Banking
Experience
Bank of America March 2005 - Present
Bank of America December 1992 - Present
Bank of America January 2002 - July 2003
Bank of America 2001 - 2003
Bank of America December 1998 - January 2002
Wells Fargo Bank February 1990 - December 1992
Skills
Call Center, Banking, Retail Banking, Credit, Credit Cards, Risk Management, Change Management, Team Management, Loans, Leadership, Commercial Banking, Management, Internet Banking, Coaching, Call Centers, Customer Service, Customer Retention, Training, Process Improvement
Education
University of Houston
Bank of America March 2005 - Present
Bank of America December 1992 - Present
Bank of America January 2002 - July 2003
Bank of America 2001 - 2003
Bank of America December 1998 - January 2002
Wells Fargo Bank February 1990 - December 1992
Skills
Call Center, Banking, Retail Banking, Credit, Credit Cards, Risk Management, Change Management, Team Management, Loans, Leadership, Commercial Banking, Management, Internet Banking, Coaching, Call Centers, Customer Service, Customer Retention, Training, Process Improvement
Education
University of Houston
Julie Huang Julie Huang's Wells Fargo Bank Experience January 2005 - June 2008
Job VP of Operations & Marketing at Avangard Innovative
Industry Renewables & Environment
Experience
Avangard Innovative June 2014 - Present
The Focus Partners March 2014 - Present
Piano & Violin January 1999 - Present
TopBuilder Solutions, LLC March 2013 - May 2014
Mainspring Partners February 2013 - May 2014
Westbound Bank November 2011 - February 2013
Shop Your Season March 2010 - January 2013
JP Morgan Chase July 2010 - November 2011
International Marketing Innovations June 2008 - December 2009
Wells Fargo Bank January 2005 - June 2008
Skills
Finance, Recruiting, Sales, Training, Management, Financial Services, Marketing, Microsoft Office, Customer Service, Banking, Investments, Loans, Public Speaking, Business Planning, Mergers & Acquisitions, Strategic Planning, New Business Development, Business Development, Strategy
Education
University of Houston 2002 — 2008
Music Education; Violin; Piano
Klein High School
Avangard Innovative June 2014 - Present
The Focus Partners March 2014 - Present
Piano & Violin January 1999 - Present
TopBuilder Solutions, LLC March 2013 - May 2014
Mainspring Partners February 2013 - May 2014
Westbound Bank November 2011 - February 2013
Shop Your Season March 2010 - January 2013
JP Morgan Chase July 2010 - November 2011
International Marketing Innovations June 2008 - December 2009
Wells Fargo Bank January 2005 - June 2008
Skills
Finance, Recruiting, Sales, Training, Management, Financial Services, Marketing, Microsoft Office, Customer Service, Banking, Investments, Loans, Public Speaking, Business Planning, Mergers & Acquisitions, Strategic Planning, New Business Development, Business Development, Strategy
Education
University of Houston 2002 — 2008
Music Education; Violin; Piano
Klein High School
Karen Aquino Chang's Wells Fargo Bank Experience September 2004 - April 2014
Job Talent Advisor
Industry Human Resources
Experience
Wells Fargo Bank September 2004 - April 2014
Wells Fargo October 2004 - September 2005
Sabre Travel Network June 1998 - November 2001
American Airlines 1987 - 1998
Skills
Insourcing, Outsourcing, Customer Relations, Telephone Skills, Management Consulting, Candidate Screening, Customer Satisfaction, Candidate Assessment, Interviewing, Sourcing, Retail Banking, Screening, Job Posting, Pipeline Building, Coaching, Mentoring, Interviews, Screening Resumes, Job Fairs, Banking, Onboarding, Customer Service, Job Scanning, Succession Planning, Employee Relations, College Recruiting, Hiring, Temporary Staffing, Pipelines, Technical Recruiting, Recruiting, Human Resources, Talent Acquisition, Behavioral Interviewing, SDLC, Cold Calling, Cross Selling, Consumer Lending, Applicant Tracking..., Internet Recruiting, Relationship Management, Benefits Negotiation, Contract Recruitment, Executive Search, Talent Management, Taleo, Temporary Placement, Career Development, HR Consulting, Workforce Planning
Education
University of Hawaii at Manoa 1980 — 1986
BA, Dramatic Arts
Wells Fargo Bank September 2004 - April 2014
Wells Fargo October 2004 - September 2005
Sabre Travel Network June 1998 - November 2001
American Airlines 1987 - 1998
Skills
Insourcing, Outsourcing, Customer Relations, Telephone Skills, Management Consulting, Candidate Screening, Customer Satisfaction, Candidate Assessment, Interviewing, Sourcing, Retail Banking, Screening, Job Posting, Pipeline Building, Coaching, Mentoring, Interviews, Screening Resumes, Job Fairs, Banking, Onboarding, Customer Service, Job Scanning, Succession Planning, Employee Relations, College Recruiting, Hiring, Temporary Staffing, Pipelines, Technical Recruiting, Recruiting, Human Resources, Talent Acquisition, Behavioral Interviewing, SDLC, Cold Calling, Cross Selling, Consumer Lending, Applicant Tracking..., Internet Recruiting, Relationship Management, Benefits Negotiation, Contract Recruitment, Executive Search, Talent Management, Taleo, Temporary Placement, Career Development, HR Consulting, Workforce Planning
Education
University of Hawaii at Manoa 1980 — 1986
BA, Dramatic Arts
Brittany (Benham) Keilers's Wells Fargo Bank Experience August 2008 - January 2009
Job FP&A Analyst
Industry Accounting
Experience
Baker Hughes October 2014 - Present
Baker Hughes August 2014 - October 2014
Baker Hughes January 2014 - August 2014
Baker Hughes August 2011 - January 2014
La Grange School District #102 January 2011 - May 2011
Wells Fargo Bank August 2008 - January 2009
Round Top State Bank May 2007 - August 2008
Skills
Microsoft Office, Fixed Assets, Microsoft Excel, Financial Accounting, Financial Analysis, Microsoft Word, Auditing, Internal Controls
Education
University of Houston, C.T. Bauer College of Business 2012 — 2015
Master of Science (M.S.), Accounting
University of Houston, C.T. Bauer College of Business 2006 — 2010
BBA, Accounting
Baker Hughes October 2014 - Present
Baker Hughes August 2014 - October 2014
Baker Hughes January 2014 - August 2014
Baker Hughes August 2011 - January 2014
La Grange School District #102 January 2011 - May 2011
Wells Fargo Bank August 2008 - January 2009
Round Top State Bank May 2007 - August 2008
Skills
Microsoft Office, Fixed Assets, Microsoft Excel, Financial Accounting, Financial Analysis, Microsoft Word, Auditing, Internal Controls
Education
University of Houston, C.T. Bauer College of Business 2012 — 2015
Master of Science (M.S.), Accounting
University of Houston, C.T. Bauer College of Business 2006 — 2010
BBA, Accounting
Ashley Kimmey, CPA's Wells Fargo Bank Experience July 2005 - May 2009
Job Audit Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
24 Hour Fitness April 2009 - Present
UHY LLP June 2014 - November 2014
UHY Advisors September 2009 - June 2014
Wells Fargo Bank July 2005 - May 2009
Skills
Accounting, SEC filings, Financial Reporting, Sarbanes-Oxley Act, GAAP, General Ledger, Auditing, Internal Controls, Account Reconciliation, Financial Accounting, US GAAP, CPA, Financial Statements, Sarbanes-Oxley, QuickBooks, Accounts Payable, Finance, Financial Analysis, Tax Preparation, Due Diligence, Fixed Assets, Tax, Corporate Tax, Cash Management, External Audit, Internal Audit, SEC Filings, Cost Accounting, Managerial Finance, Accounts Receivable, Variance Analysis, Cash Flow, PeopleSoft
Education
University of Houston, C.T. Bauer College of Business 2008 — 2009
MS, Accounting
University of Houston, C.T. Bauer College of Business 2005 — 2008
BBA, Accounting
BDO USA, LLP December 2014 - Present
24 Hour Fitness April 2009 - Present
UHY LLP June 2014 - November 2014
UHY Advisors September 2009 - June 2014
Wells Fargo Bank July 2005 - May 2009
Skills
Accounting, SEC filings, Financial Reporting, Sarbanes-Oxley Act, GAAP, General Ledger, Auditing, Internal Controls, Account Reconciliation, Financial Accounting, US GAAP, CPA, Financial Statements, Sarbanes-Oxley, QuickBooks, Accounts Payable, Finance, Financial Analysis, Tax Preparation, Due Diligence, Fixed Assets, Tax, Corporate Tax, Cash Management, External Audit, Internal Audit, SEC Filings, Cost Accounting, Managerial Finance, Accounts Receivable, Variance Analysis, Cash Flow, PeopleSoft
Education
University of Houston, C.T. Bauer College of Business 2008 — 2009
MS, Accounting
University of Houston, C.T. Bauer College of Business 2005 — 2008
BBA, Accounting
Connie L. Musgrove Connie L. Musgrove's Wells Fargo Bank Experience January 1989 - January 1997
Job VP Business Client Manager with Expertise in Portfolio Growth | Open to New Opportunities
Industry Banking
Experience
Citibank February 2014 - Present
Leaders in Business Client Management in the San Jose Bay Area 2013 - Present
Bank of America July 2012 - April 2013
California Bank & Trust January 2012 - June 2012
Bank of America February 1998 - October 2011
Bank of America June 2008 - September 2009
Bank of America January 1997 - February 1998
Wells Fargo Bank January 1989 - January 1997
Skills
Small Business Lending, Loans, Commercial Banking, Banking, Treasury Management, Loan Origination, Lines Of Credit, SBA, Cash Management, Mortgage Lending, Retail Banking, Portfolio Management, Consumer Lending, Commercial Mortgages, Treasury Services
Education
University of Houston 1979 — 1983
B.S, Petroleum Land Management
Citibank February 2014 - Present
Leaders in Business Client Management in the San Jose Bay Area 2013 - Present
Bank of America July 2012 - April 2013
California Bank & Trust January 2012 - June 2012
Bank of America February 1998 - October 2011
Bank of America June 2008 - September 2009
Bank of America January 1997 - February 1998
Wells Fargo Bank January 1989 - January 1997
Skills
Small Business Lending, Loans, Commercial Banking, Banking, Treasury Management, Loan Origination, Lines Of Credit, SBA, Cash Management, Mortgage Lending, Retail Banking, Portfolio Management, Consumer Lending, Commercial Mortgages, Treasury Services
Education
University of Houston 1979 — 1983
B.S, Petroleum Land Management
Nelson Oyedeji Nelson Oyedeji's Wells Fargo Bank Experience 2003 - 2004
Job CAE – Technical Support Representative at Comcast
Industry Information Technology and Services
Experience
Comcast August 2010 - Present
Awesome Computer Help May 2010 - August 2010
Wells Fargo Home Mortgage December 2007 - April 2009
Bank of Texas Mortgage Group May 2007 - December 2007
Countrywide Home Loans August 2004 - May 2007
Wells Fargo Bank 2003 - 2004
Washington Mutual now Chase Bank February 1999 - June 2003
School of Automotive Machinists May 2000 - May 2001
Bank of America April 1993 - February 1999
Skills
Technical Support
Education
Techskills 2010 — 2011
Information Systems, Network + / C.C.N.A. / C.I.S.S.P.
University of Houston
Bachelors, Information Systems Technology
Westfield High School
Comcast August 2010 - Present
Awesome Computer Help May 2010 - August 2010
Wells Fargo Home Mortgage December 2007 - April 2009
Bank of Texas Mortgage Group May 2007 - December 2007
Countrywide Home Loans August 2004 - May 2007
Wells Fargo Bank 2003 - 2004
Washington Mutual now Chase Bank February 1999 - June 2003
School of Automotive Machinists May 2000 - May 2001
Bank of America April 1993 - February 1999
Skills
Technical Support
Education
Techskills 2010 — 2011
Information Systems, Network + / C.C.N.A. / C.I.S.S.P.
University of Houston
Bachelors, Information Systems Technology
Westfield High School
Jake Osterman Jake Osterman's Wells Fargo Bank Experience November 2013 - Present
Job Vice President at Wells Fargo Energy Group
Industry Banking
Experience
Wells Fargo Bank November 2013 - Present
Wells Fargo Bank August 2009 - November 2013
Wells Fargo September 2008 - August 2009
Wells Fargo November 2007 - November 2008
Wells Fargo June 2006 - November 2007
Skills
Commercial Banking, Credit, Corporate Finance, Banking
Education
University of Georgia - Terry College of Business
BBA, Finance
Wells Fargo Wholesale University
San Francisco, CA
Wells Fargo Bank November 2013 - Present
Wells Fargo Bank August 2009 - November 2013
Wells Fargo September 2008 - August 2009
Wells Fargo November 2007 - November 2008
Wells Fargo June 2006 - November 2007
Skills
Commercial Banking, Credit, Corporate Finance, Banking
Education
University of Georgia - Terry College of Business
BBA, Finance
Wells Fargo Wholesale University
San Francisco, CA
Sofia Basraoui Sofia Basraoui's Wells Fargo Bank Experience May 2005 - November 2006
Job Financial Analyst at Oxy
Industry Banking
Experience
Oxy April 2013 - Present
Oxy April 2012 - Present
GEMSA Loan Services July 2010 - Present
JP Morgan August 2008 - February 2011
JP Morgan Chase November 2006 - August 2008
Wells Fargo Bank May 2005 - November 2006
Skills
Banking, Portfolio Management, Loans, Accounting, Cash Management, Budgets, Finance, Financial Analysis, Credit, Financial Modeling, Investments, Asset Managment
Education
University of St. Thomas (TX) 2007 — 2009
MBA, Finance
University of Houston 2002 — 2006
Bachelor's of Science
Oxy April 2013 - Present
Oxy April 2012 - Present
GEMSA Loan Services July 2010 - Present
JP Morgan August 2008 - February 2011
JP Morgan Chase November 2006 - August 2008
Wells Fargo Bank May 2005 - November 2006
Skills
Banking, Portfolio Management, Loans, Accounting, Cash Management, Budgets, Finance, Financial Analysis, Credit, Financial Modeling, Investments, Asset Managment
Education
University of St. Thomas (TX) 2007 — 2009
MBA, Finance
University of Houston 2002 — 2006
Bachelor's of Science
Carl Nehm Carl Nehm's Wells Fargo Bank Experience August 2010 - July 2012
Job Personal Banker 2 at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo July 2012 - Present
Wells Fargo Bank August 2010 - July 2012
Wells Fargo Financial March 2010 - August 2010
Saint Joseph College August 2009 - May 2010
Saint Joseph College December 2008 - March 2010
Hertz Local Edition October 2007 - August 2008
University of Hartford February 2004 - May 2007
University of hartford 2003 - 2007
Prime Resources Corporation June 2006 - August 2006
University of Hartford August 2005 - June 2006
Skills
Customer Service, Program Management, Public Relations, Microsoft Office, Microsoft Excel, Leadership, Event Planning, Social Media, PowerPoint, Public Speaking, Microsoft Word, Marketing, Management, Data Analysis
Education
Saint Joseph College 2008 — 2010
MS, Management
University of Hartford 2003 — 2007
B.S, Marketing, Insurance/Finance
Wells Fargo July 2012 - Present
Wells Fargo Bank August 2010 - July 2012
Wells Fargo Financial March 2010 - August 2010
Saint Joseph College August 2009 - May 2010
Saint Joseph College December 2008 - March 2010
Hertz Local Edition October 2007 - August 2008
University of Hartford February 2004 - May 2007
University of hartford 2003 - 2007
Prime Resources Corporation June 2006 - August 2006
University of Hartford August 2005 - June 2006
Skills
Customer Service, Program Management, Public Relations, Microsoft Office, Microsoft Excel, Leadership, Event Planning, Social Media, PowerPoint, Public Speaking, Microsoft Word, Marketing, Management, Data Analysis
Education
Saint Joseph College 2008 — 2010
MS, Management
University of Hartford 2003 — 2007
B.S, Marketing, Insurance/Finance
G. Gilbert Cano G. Gilbert Cano's Wells Fargo Bank Experience January 1999 - January 2000
Job President & Founder InfoGuia
Industry Marketing and Advertising
Experience
InfoGuia February 2011 - Present
Tucan Consulting Group September 2010 - Present
Arizona Hispanic Chamber of Commerce 2009 - 2011
Univision Radio 2007 - August 2009
Hispanic Yellow Pages of America, Inc Chicago,IL (Fomerly Rossi Publications Inc. Chicago, IL January 2003 - February 2006
Rossi Publications, Inc January 2000 - January 2003
Wells Fargo Bank January 1999 - January 2000
Rossi Publications, Inc January 1996 - January 1998
InfoPlus, Inc. Phoenix, AZ - Volt-Autologic, S.A. Montevideo, Uruguay - NewSpan Media, Inc.Houston,T February 1985 - September 1995
Skills
Hispanic Marketing, Spanish, Public Speaking, Advertising, Marketing Management, Leadership Development, Marketing Strategy, Sales Management, Marketing, Leadership, Sales, Team Building, Public Relations, Management, Social Media, Event Planning, Small Business, Recruiting, Time Management, Social Media Marketing, Social Networking, Start-ups, Selling, Online Advertising, Marketing Communications, Online Marketing, Entrepreneurship, Strategic Partnerships, Strategy, Email Marketing, Lead Generation
Education
University of Houston
Bachelor of Arts, Psychology
InfoGuia February 2011 - Present
Tucan Consulting Group September 2010 - Present
Arizona Hispanic Chamber of Commerce 2009 - 2011
Univision Radio 2007 - August 2009
Hispanic Yellow Pages of America, Inc Chicago,IL (Fomerly Rossi Publications Inc. Chicago, IL January 2003 - February 2006
Rossi Publications, Inc January 2000 - January 2003
Wells Fargo Bank January 1999 - January 2000
Rossi Publications, Inc January 1996 - January 1998
InfoPlus, Inc. Phoenix, AZ - Volt-Autologic, S.A. Montevideo, Uruguay - NewSpan Media, Inc.Houston,T February 1985 - September 1995
Skills
Hispanic Marketing, Spanish, Public Speaking, Advertising, Marketing Management, Leadership Development, Marketing Strategy, Sales Management, Marketing, Leadership, Sales, Team Building, Public Relations, Management, Social Media, Event Planning, Small Business, Recruiting, Time Management, Social Media Marketing, Social Networking, Start-ups, Selling, Online Advertising, Marketing Communications, Online Marketing, Entrepreneurship, Strategic Partnerships, Strategy, Email Marketing, Lead Generation
Education
University of Houston
Bachelor of Arts, Psychology
Andrew Castillo Andrew Castillo's Wells Fargo Bank Experience April 2010 - November 2010
Job Trust Associate at First Foundation Bank
Industry Banking
Experience
First Foundation Inc. March 2012 - Present
Comerica Bank November 2010 - March 2012
Wells Fargo Bank April 2010 - November 2010
Wachovia, A Wells Fargo Company May 2007 - April 2010
Wells Fargo July 2006 - May 2007
Education
California State University Dominguez Hills 2010 — 2012
MBA, Finance
University of Hawaii at Manoa 2003 — 2006
Business Administration, Management
First Foundation Inc. March 2012 - Present
Comerica Bank November 2010 - March 2012
Wells Fargo Bank April 2010 - November 2010
Wachovia, A Wells Fargo Company May 2007 - April 2010
Wells Fargo July 2006 - May 2007
Education
California State University Dominguez Hills 2010 — 2012
MBA, Finance
University of Hawaii at Manoa 2003 — 2006
Business Administration, Management
Jonathan Hodges Jonathan Hodges's Wells Fargo Bank Experience January 2000 - January 2003
Job Real Estate Team Leader and Investment Advisor The Jonathan Hodges Team, Crowned Eagle Realty
Industry Real Estate
Experience
Crowned Eagle Realty January 2005 - Present
Darden Restaurants January 2003 - September 2005
Wells Fargo Bank January 2000 - January 2003
RANDALL'S January 1998 - January 2000
Skills
Account Management, Business Management, Key Account Management, Sales Management, Team Building, Negotiation, Investments, Customer Service, Buying, Residential, Sellers, Real Estate, Home, Purchase, REO, Investment Properties, Relocation, Short Sales, Buyer Representation, Listings, Single Family Homes, First Time Buyers, First Time Home Buyers, Investors, Luxury, New Home Sales, Property Management, Distressed Property, FHA, Real Estate Investment, Real Estate Negotiation, Leases, HUD, Direct Sales, Contract Management, Microsoft Office, Residential Homes, Real Estate Transactions, Foreclosures, Customer Satisfaction, Real Property, Selling, Business Development, Leadership, Sales, Marketing, Referrals, Commercial Real Estate, Buyers, Training
Education
University of Houston 2000 — 2004
Crowned Eagle Realty January 2005 - Present
Darden Restaurants January 2003 - September 2005
Wells Fargo Bank January 2000 - January 2003
RANDALL'S January 1998 - January 2000
Skills
Account Management, Business Management, Key Account Management, Sales Management, Team Building, Negotiation, Investments, Customer Service, Buying, Residential, Sellers, Real Estate, Home, Purchase, REO, Investment Properties, Relocation, Short Sales, Buyer Representation, Listings, Single Family Homes, First Time Buyers, First Time Home Buyers, Investors, Luxury, New Home Sales, Property Management, Distressed Property, FHA, Real Estate Investment, Real Estate Negotiation, Leases, HUD, Direct Sales, Contract Management, Microsoft Office, Residential Homes, Real Estate Transactions, Foreclosures, Customer Satisfaction, Real Property, Selling, Business Development, Leadership, Sales, Marketing, Referrals, Commercial Real Estate, Buyers, Training
Education
University of Houston 2000 — 2004
Yasmin Shafi's Wells Fargo Bank Experience October 2006 - March 2007
Job Sr. Business Analyst
Industry Financial Services
Experience
AIG July 2007 - Present
Wells Fargo Bank October 2006 - March 2007
JPMorgan Chase Bank September 2003 - October 2006
Skills
Project Leadership,..., Leadership, Financial Services, Analysis, Finance, Insurance, Mergers & Acquisitions, Business Process..., Strategy, Risk Management, Financial Reporting, Process Improvement, Project Management, Cash Management, Consulting
Education
Universisty of St. Thomas, Houston, TX 2000 — 2002
MBA, Finance
University of Houston 1990 — 1995
BS, Hospitality Administration/Management
AIG July 2007 - Present
Wells Fargo Bank October 2006 - March 2007
JPMorgan Chase Bank September 2003 - October 2006
Skills
Project Leadership,..., Leadership, Financial Services, Analysis, Finance, Insurance, Mergers & Acquisitions, Business Process..., Strategy, Risk Management, Financial Reporting, Process Improvement, Project Management, Cash Management, Consulting
Education
Universisty of St. Thomas, Houston, TX 2000 — 2002
MBA, Finance
University of Houston 1990 — 1995
BS, Hospitality Administration/Management
Katelyn Tran's Wells Fargo Bank Experience August 2002 - May 2003
Job Inventory Control Clerk at Party Amercia
Industry Financial Services
Experience
Party Amercia Residential Loan SpecialistGregg & Valby, LLPJune 2003 - September 2006
Wells Fargo Bank August 2002 - May 2003
Education
University of Houston 2001 — 2003
Party Amercia Residential Loan SpecialistGregg & Valby, LLPJune 2003 - September 2006
Wells Fargo Bank August 2002 - May 2003
Education
University of Houston 2001 — 2003
Lezette Marion's Wells Fargo Bank Experience August 2005 - September 2010
Job
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments September 2010 - August 2012
Wells Fargo Bank August 2005 - September 2010
Citibank 2004 - 2005
Education
University of Houston-Clear Lake
Master of Arts (M.A.)
University of Houston
Bachelor of Science (B.S.)
Fidelity Investments September 2012 - Present
Fidelity Investments September 2010 - August 2012
Wells Fargo Bank August 2005 - September 2010
Citibank 2004 - 2005
Education
University of Houston-Clear Lake
Master of Arts (M.A.)
University of Houston
Bachelor of Science (B.S.)
Hope Hipskind's Wells Fargo Bank Experience December 2011 - Present
Job Operations Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2013 - Present
Wells Fargo Bank December 2011 - Present
Wells Fargo Bank April 2010 - Present
Wachovia, A Wells Fargo Company August 2007 - March 2010
Wachovia July 2005 - July 2007
World Savings 1984 - July 2007
World Savings 1982 - 1984
World Savings October 1980 - March 1982
Skills
Management, Purchasing, Procurement, Human Resources, Microsoft Excel, Business Analysis, Access, Microsoft Word, Portfolio Management, Marketing Strategy, Telecommunications, Product Marketing, Business Process..., Forecasting, Cross-functional Team...
Education
University of Hawaii at Manoa
Wells Fargo June 2013 - Present
Wells Fargo Bank December 2011 - Present
Wells Fargo Bank April 2010 - Present
Wachovia, A Wells Fargo Company August 2007 - March 2010
Wachovia July 2005 - July 2007
World Savings 1984 - July 2007
World Savings 1982 - 1984
World Savings October 1980 - March 1982
Skills
Management, Purchasing, Procurement, Human Resources, Microsoft Excel, Business Analysis, Access, Microsoft Word, Portfolio Management, Marketing Strategy, Telecommunications, Product Marketing, Business Process..., Forecasting, Cross-functional Team...
Education
University of Hawaii at Manoa
Johnathan Barra's Wells Fargo Bank Experience January 2010 - June 2010
Job Finance Manager Ron Hoover RV & Marine
Industry Automotive
Experience
Ron Hoover RV & Marine June 2010 - Present
Wells Fargo Bank January 2010 - June 2010
Education
University of Houston 2002 — 2007
Elsik
Ron Hoover RV & Marine June 2010 - Present
Wells Fargo Bank January 2010 - June 2010
Education
University of Houston 2002 — 2007
Elsik
Crystal Mireles's Wells Fargo Bank Experience November 2006 - May 2007
Job Escrow officer
Industry Real Estate
Experience
Texas American Title Company July 2013 - Present
Great American Title Company September 2011 - Present
Legend Homes/Princeton Classic Homes June 2007 - Present
Wells Fargo Bank November 2006 - May 2007
Pulte Homes June 2005 - October 2006
Education
University of Houston 2003 — 2005
BBA, Finance and Marketing
Texas American Title Company July 2013 - Present
Great American Title Company September 2011 - Present
Legend Homes/Princeton Classic Homes June 2007 - Present
Wells Fargo Bank November 2006 - May 2007
Pulte Homes June 2005 - October 2006
Education
University of Houston 2003 — 2005
BBA, Finance and Marketing
Leila Tooley's Wells Fargo Bank Experience January 2004 - Present
Job Commercial Banking, Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2004 - Present
Skills
Commercial Banking
Education
University of Florida - Warrington College of Business Administration
Wells Fargo Bank January 2004 - Present
Skills
Commercial Banking
Education
University of Florida - Warrington College of Business Administration
Scott Primeau's Wells Fargo Bank Experience November 2008 - January 2012
Job Senior Vice President / Team Leader at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2014 - Present
Wells Fargo January 2012 - Present
Wells Fargo Bank November 2008 - January 2012
Wachovia Bank, N.A. August 2007 - October 2008
Clobus, McLemore & Duke, Inc. August 2000 - July 2007
Skills
Valuation, Real Estate, Loans, Portfolio Management, Commercial Real Estate, Underwriting, Loan Origination, Commercial Lending, Negotiation, Appraisals, Restructuring, Real Estate Economics, Asset Managment, Credit, Credit Analysis, Analysis
Education
University of Florida - Warrington College of Business Administration 1999 — 2000
Masters, Real Estate
University of Florida - Warrington College of Business Administration 1995 — 1999
Bachelor, Business Administration
St Thomas Aquinas
Wells Fargo November 2014 - Present
Wells Fargo January 2012 - Present
Wells Fargo Bank November 2008 - January 2012
Wachovia Bank, N.A. August 2007 - October 2008
Clobus, McLemore & Duke, Inc. August 2000 - July 2007
Skills
Valuation, Real Estate, Loans, Portfolio Management, Commercial Real Estate, Underwriting, Loan Origination, Commercial Lending, Negotiation, Appraisals, Restructuring, Real Estate Economics, Asset Managment, Credit, Credit Analysis, Analysis
Education
University of Florida - Warrington College of Business Administration 1999 — 2000
Masters, Real Estate
University of Florida - Warrington College of Business Administration 1995 — 1999
Bachelor, Business Administration
St Thomas Aquinas
Janet Inouye's Wells Fargo Bank Experience 2008 - June 2010
Job Product Manager at Silicon Valley Bank
Industry Financial Services
Experience
SVB Financial Group June 2010 - Present
Wells Fargo Bank 2008 - June 2010
Visa 2001 - 2008
Bank of Hawaii 1996 - 2001
Skills
Electronic Payments, Debit Cards, Credit Cards, Analytics, Payments, Mobile Payments, Product Management, Internet Banking, Relationship Management, Cards, Strategy, Financial Services, Payment Systems, ACH, Banking, Payment Card Processing, Acquiring, EMV, E-payments, Payment Cards
Education
University of Hawaii - Shidler College of Business 1988 — 1991
bba
SVB Financial Group June 2010 - Present
Wells Fargo Bank 2008 - June 2010
Visa 2001 - 2008
Bank of Hawaii 1996 - 2001
Skills
Electronic Payments, Debit Cards, Credit Cards, Analytics, Payments, Mobile Payments, Product Management, Internet Banking, Relationship Management, Cards, Strategy, Financial Services, Payment Systems, ACH, Banking, Payment Card Processing, Acquiring, EMV, E-payments, Payment Cards
Education
University of Hawaii - Shidler College of Business 1988 — 1991
bba
Roland Leoncio's Wells Fargo Bank Experience June 2006 - August 2010
Job Marketing Specialist at Old Republic Construction Program Group
Industry Marketing and Advertising
Experience
Old Republic Construction Program Group June 2014 - Present
Imperial Staffing & Associates January 2014 - June 2014
American Solar Direct November 2010 - November 2013
CLD PR and Chic Little Devil Style House November 2010 - November 2010
6 String Media, Inc. October 2010 - November 2010
Wells Fargo Bank June 2006 - August 2010
GREENCulture, Inc. March 2006 - June 2006
International Bank of Commerce July 2004 - March 2006
GameStop July 2000 - June 2004
Skills
Digital Marketing, Sales Management, Sales, Customer Service, Management, Graphic Design, Project Management, Corporate Branding, Branding & Identity, Marketing, Marketing Communications, Social Media Marketing, Writing, Digital Imaging, Digital Illustration, Marketing Research, Advertising
Education
University of Houston, C.T. Bauer College of Business 2000 — 2004
Bachelors of Business Administration in Marketing
Art Institute of California - Orange County 2007 — 2009
Associate of Science in Graphic Design, 3.60
Old Republic Construction Program Group June 2014 - Present
Imperial Staffing & Associates January 2014 - June 2014
American Solar Direct November 2010 - November 2013
CLD PR and Chic Little Devil Style House November 2010 - November 2010
6 String Media, Inc. October 2010 - November 2010
Wells Fargo Bank June 2006 - August 2010
GREENCulture, Inc. March 2006 - June 2006
International Bank of Commerce July 2004 - March 2006
GameStop July 2000 - June 2004
Skills
Digital Marketing, Sales Management, Sales, Customer Service, Management, Graphic Design, Project Management, Corporate Branding, Branding & Identity, Marketing, Marketing Communications, Social Media Marketing, Writing, Digital Imaging, Digital Illustration, Marketing Research, Advertising
Education
University of Houston, C.T. Bauer College of Business 2000 — 2004
Bachelors of Business Administration in Marketing
Art Institute of California - Orange County 2007 — 2009
Associate of Science in Graphic Design, 3.60
KELI MATLOCK's Wells Fargo Bank Experience 2004 - 2005
Job Residential / Commercial Broker at urbanFINANCIAL
Industry Banking
Experience
urbanFINANCIAL 2005 - Present
Wells Fargo Bank 2004 - 2005
Southern Mortgage Resources 2003 - 2004
Education
University of Houston 1995 — 1999
urbanFINANCIAL 2005 - Present
Wells Fargo Bank 2004 - 2005
Southern Mortgage Resources 2003 - 2004
Education
University of Houston 1995 — 1999
Randy Lee's Wells Fargo Bank Experience May 1995 - May 1999
Job SVP Financial Officer, Wells Fargo Bank
Industry Banking
Experience
Wells Fargo May 1999 - Present
Wells Fargo Bank May 1995 - May 1999
Wells Fargo January 1994 - April 1995
Wells Fargo January 1991 - December 1993
Skills
Credit, Mortgage Lending, Commercial Banking, Software Development, Portfolio Management, Contract Negotiation, Mergers, MIS, Financial Analysis, Strategy, Mergers & Acquisitions
Education
University of Washington, Michael G. Foster School of Business 1988 — 1989
MBA, Finance and Economics
University of Hawaii - Shidler College of Business 1979 — 1983
Management
Punahou High School 1976 — 1980
Diploma
Wells Fargo May 1999 - Present
Wells Fargo Bank May 1995 - May 1999
Wells Fargo January 1994 - April 1995
Wells Fargo January 1991 - December 1993
Skills
Credit, Mortgage Lending, Commercial Banking, Software Development, Portfolio Management, Contract Negotiation, Mergers, MIS, Financial Analysis, Strategy, Mergers & Acquisitions
Education
University of Washington, Michael G. Foster School of Business 1988 — 1989
MBA, Finance and Economics
University of Hawaii - Shidler College of Business 1979 — 1983
Management
Punahou High School 1976 — 1980
Diploma
Ruth McGee's Wells Fargo Bank Experience 2005 - Present
Job Database Analyst at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo January 2005 - Present
Wells Fargo Home Mortgage 2005 - Present
Wells Fargo Bank 2005 - Present
Skills
SDLC, Business Requirements, Business Analysis, Requirements Analysis, Requirements Gathering, Business Intelligence, Data Modeling, ETL, Data Warehousing, Testing, Databases, Visio, Systems Analysis, Agile Methodologies, DB2, SharePoint, Enterprise Architecture, SQL
Education
University of Houston 1990 — 1993
Wells Fargo January 2005 - Present
Wells Fargo Home Mortgage 2005 - Present
Wells Fargo Bank 2005 - Present
Skills
SDLC, Business Requirements, Business Analysis, Requirements Analysis, Requirements Gathering, Business Intelligence, Data Modeling, ETL, Data Warehousing, Testing, Databases, Visio, Systems Analysis, Agile Methodologies, DB2, SharePoint, Enterprise Architecture, SQL
Education
University of Houston 1990 — 1993
Nahid Tanara's Wells Fargo Bank Experience November 2010 - Present
Job Customer Service Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank November 2010 - Present
Wells Fargo Bank April 2009 - November 2010
Ebay/Paypal October 2007 - May 2008
JPMorgan Chase January 2007 - October 2007
Discover Financial Services LLC 1981 - 2006
Skills
Banking, Call Center, Payments, Credit, Credit Cards, Relationship Management, Financial Services, Debit Cards, Electronic Payments, Vendor Management, Portfolio Management, Financial Risk, Mortgage Lending, Loans, Call Centers
Education
University of Florida 1982 — 1985
Wells Fargo Bank November 2010 - Present
Wells Fargo Bank April 2009 - November 2010
Ebay/Paypal October 2007 - May 2008
JPMorgan Chase January 2007 - October 2007
Discover Financial Services LLC 1981 - 2006
Skills
Banking, Call Center, Payments, Credit, Credit Cards, Relationship Management, Financial Services, Debit Cards, Electronic Payments, Vendor Management, Portfolio Management, Financial Risk, Mortgage Lending, Loans, Call Centers
Education
University of Florida 1982 — 1985
Matt Deno's Wells Fargo Bank Experience 2006 - Present
Job Credit Advisor
Industry Banking
Experience
Wells Fargo Bank 2006 - Present
Wells Fargo July 2004 - November 2006
Bank of America 2002 - 2004
Bank of America 1997 - 2002
Skills
Banking, Credit, Loans, Mortgage Lending, Commercial Banking, Wealth Management, Mortgage Banking, Financial Analysis, Retail Banking, Underwriting, Relationship Management, FHA, Private Banking, Cross Selling, Investments
Education
University of Florida - Warrington College Of Business 1993 — 1997
Bachelor of Applied Science (BASc), Finance and Financial Management Services
Wells Fargo Bank 2006 - Present
Wells Fargo July 2004 - November 2006
Bank of America 2002 - 2004
Bank of America 1997 - 2002
Skills
Banking, Credit, Loans, Mortgage Lending, Commercial Banking, Wealth Management, Mortgage Banking, Financial Analysis, Retail Banking, Underwriting, Relationship Management, FHA, Private Banking, Cross Selling, Investments
Education
University of Florida - Warrington College Of Business 1993 — 1997
Bachelor of Applied Science (BASc), Finance and Financial Management Services
Gary Peyton Hardaway's Wells Fargo Bank Experience August 2005 - Present
Job Personal Bank at Wells Fargo Bank
Industry Retail
Experience
Wells Fargo Bank August 2005 - Present
Elite Marketing Group August 2004 - September 2005
University of Houston August 2002 - August 2004
Education
University of Houston, C.T. Bauer College of Business 2001 — 2007
Bachelors of Business Administration, Marketing, Management
Wells Fargo Bank August 2005 - Present
Elite Marketing Group August 2004 - September 2005
University of Houston August 2002 - August 2004
Education
University of Houston, C.T. Bauer College of Business 2001 — 2007
Bachelors of Business Administration, Marketing, Management
Craig Baumberger's Wells Fargo Bank Experience July 2006 - May 2008
Job Sales Manager
Industry Retail
Experience
REI May 2012 - Present
Self-Employed August 2008 - February 2013
Wells Fargo Bank July 2006 - May 2008
JPMorgan Chase September 2000 - July 2006
Skills
Derivatives
Education
University of Georgia - Terry College of Business 1994 — 2000
BBA, International Business
REI May 2012 - Present
Self-Employed August 2008 - February 2013
Wells Fargo Bank July 2006 - May 2008
JPMorgan Chase September 2000 - July 2006
Skills
Derivatives
Education
University of Georgia - Terry College of Business 1994 — 2000
BBA, International Business
Philip Lyew's Wells Fargo Bank Experience June 2002 - September 2015
Job Director at Rialto Capital Management
Industry Real Estate
Experience
Rialto Capital Management September 2015 - Present
Wells Fargo Bank June 2002 - September 2015
Bank of America July 1999 - June 2002
Ocwen Financial Corporation December 1996 - June 1999
KPMG September 1995 - November 1996
Skills
Loans, Portfolio Management, Real Estate, Commercial Lending, Loan Origination, Banking, Credit Analysis, Credit, Commercial Banking, Real Estate Economics, Financial Analysis, Risk Management, Commercial Mortgages, Financial Risk, Investments, Underwriting, Treasury Management, Asset Based Lending, Asset Managment, Financial Audits, Equities, Private Equity, Real Estate Financing, Business Development, Asset Management, Due Diligence, Mortgage Lending, Financial Structuring
Education
University of Florida 1993 — 1995
Bachelor of Science, Accounting
Rialto Capital Management September 2015 - Present
Wells Fargo Bank June 2002 - September 2015
Bank of America July 1999 - June 2002
Ocwen Financial Corporation December 1996 - June 1999
KPMG September 1995 - November 1996
Skills
Loans, Portfolio Management, Real Estate, Commercial Lending, Loan Origination, Banking, Credit Analysis, Credit, Commercial Banking, Real Estate Economics, Financial Analysis, Risk Management, Commercial Mortgages, Financial Risk, Investments, Underwriting, Treasury Management, Asset Based Lending, Asset Managment, Financial Audits, Equities, Private Equity, Real Estate Financing, Business Development, Asset Management, Due Diligence, Mortgage Lending, Financial Structuring
Education
University of Florida 1993 — 1995
Bachelor of Science, Accounting
Peter Walters, MBA's Wells Fargo Bank Experience 2006 - 2007
Job Lead Business System Analyst at Newfield Exploration
Industry Information Technology and Services
Experience
Newfield Exploration June 2012 - Present
Newfield Exploration October 2009 - June 2012
Integrated Electrical Services August 2008 - October 2009
Atlantic Information Services July 2007 - June 2008
Wells Fargo Bank 2006 - 2007
JPMorgan Chase 2004 - 2006
JPMorgan Chase 1999 - 2004
Skills
Financial Modeling, SAP BPC, Analysis, Enterprise Reporting..., Business Intelligence, Business Objects, Business Analysis, VBA, Financial Reporting, Finance, Financial Analysis, Forecasting, Process Improvement, Project Management, Structured Finance, Relationship Management, Microsoft Excel, Accounting, Access, Management, SAP
Education
University of Houston 1995 — 1997
MBA, Management and Finance
University of Houston 1991 — 1995
BBA, Management
Newfield Exploration June 2012 - Present
Newfield Exploration October 2009 - June 2012
Integrated Electrical Services August 2008 - October 2009
Atlantic Information Services July 2007 - June 2008
Wells Fargo Bank 2006 - 2007
JPMorgan Chase 2004 - 2006
JPMorgan Chase 1999 - 2004
Skills
Financial Modeling, SAP BPC, Analysis, Enterprise Reporting..., Business Intelligence, Business Objects, Business Analysis, VBA, Financial Reporting, Finance, Financial Analysis, Forecasting, Process Improvement, Project Management, Structured Finance, Relationship Management, Microsoft Excel, Accounting, Access, Management, SAP
Education
University of Houston 1995 — 1997
MBA, Management and Finance
University of Houston 1991 — 1995
BBA, Management
Chris Pirkle's Wells Fargo Bank Experience April 2011 - March 2013
Job Senior Vice President/Team Leader, Commercial Banking at HSBC
Industry Banking
Experience
HSBC April 2013 - Present
Wells Fargo Bank April 2011 - March 2013
Wells Fargo Bank August 2009 - March 2011
Wachovia February 2004 - August 2009
SouthTrust Bank May 1998 - February 2004
Summit National Bank 1994 - 1996
First Alabama Bank 1991 - 1993
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Due Diligence, Leadership, Loans, Trade Finance, Credit Risk, Portfolio Management, Finance, Loan Origination, Commercial Lending, Financial Analysis, Underwriting, Lines Of Credit, Cash Management, Small Business Lending, Asset Based Lending, Risk Management, Structured Finance, Investment Banking, Financial Risk
Education
University of Georgia - Terry College of Business 1990 — 1991
MBA, Banking, Finance, Economics
University of Mobile 1987 — 1990
BS, Economics/Finance
HSBC April 2013 - Present
Wells Fargo Bank April 2011 - March 2013
Wells Fargo Bank August 2009 - March 2011
Wachovia February 2004 - August 2009
SouthTrust Bank May 1998 - February 2004
Summit National Bank 1994 - 1996
First Alabama Bank 1991 - 1993
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Due Diligence, Leadership, Loans, Trade Finance, Credit Risk, Portfolio Management, Finance, Loan Origination, Commercial Lending, Financial Analysis, Underwriting, Lines Of Credit, Cash Management, Small Business Lending, Asset Based Lending, Risk Management, Structured Finance, Investment Banking, Financial Risk
Education
University of Georgia - Terry College of Business 1990 — 1991
MBA, Banking, Finance, Economics
University of Mobile 1987 — 1990
BS, Economics/Finance
John Tomlinson's Wells Fargo Bank Experience 2006 - Present
Job Senior Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank 2006 - Present
BB&T July 2004 - August 2006
Branch Banking and Trust 2004 - 2006
SunTrust Bank 1996 - 1998
Barnett Bank 1976 - 1992
Skills
Commercial Lending, Credit, Banking, Commercial Banking, Loans, Small Business Lending, Credit Analysis, Treasury Management, Financial Analysis, Loan Origination, Underwriting, Lines Of Credit, Portfolio Management, Mortgage Lending, Credit Risk, Commercial Mortgages, Valuation, Consumer Lending, Commercial Real Estate, Capital Markets, Due Diligence, Wealth Management, Financial Risk, Investments, Cash Management, Retail Banking, SBA, Asset Management, Asset Based Lending, Real Estate Financing, Financial Structuring, Finance, Financial Services, Disposition, Real Estate Economics, Real Estate, Risk Management, Construction Loans, Mortgage Banking, Cash Flow Lending, Refinance, Private Banking, Relationship Management, Structured Finance, SBA 504, Brokerage, Middle Market, Real Estate Lending, Funding, Workout
Education
University of Florida 1972 — 1976
BSBA, Finance, General
Wells Fargo Bank 2006 - Present
BB&T July 2004 - August 2006
Branch Banking and Trust 2004 - 2006
SunTrust Bank 1996 - 1998
Barnett Bank 1976 - 1992
Skills
Commercial Lending, Credit, Banking, Commercial Banking, Loans, Small Business Lending, Credit Analysis, Treasury Management, Financial Analysis, Loan Origination, Underwriting, Lines Of Credit, Portfolio Management, Mortgage Lending, Credit Risk, Commercial Mortgages, Valuation, Consumer Lending, Commercial Real Estate, Capital Markets, Due Diligence, Wealth Management, Financial Risk, Investments, Cash Management, Retail Banking, SBA, Asset Management, Asset Based Lending, Real Estate Financing, Financial Structuring, Finance, Financial Services, Disposition, Real Estate Economics, Real Estate, Risk Management, Construction Loans, Mortgage Banking, Cash Flow Lending, Refinance, Private Banking, Relationship Management, Structured Finance, SBA 504, Brokerage, Middle Market, Real Estate Lending, Funding, Workout
Education
University of Florida 1972 — 1976
BSBA, Finance, General
Roberta Calelly's Wells Fargo Bank Experience January 2009 - Present
Job Financial Analyst at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2009 - Present
Wells Fargo Bank December 2005 - December 2008
Wells Fargo Bank July 2004 - December 2005
Absolut Technologies Projects and Distribution Ltda July 1999 - December 2001
Education
University of Houston, C.T. Bauer College of Business 2007 — 2009
Master, MS in Accountancy
University of Houston, C.T. Bauer College of Business 2001 — 2005
BBA, Management
Wells Fargo Bank January 2009 - Present
Wells Fargo Bank December 2005 - December 2008
Wells Fargo Bank July 2004 - December 2005
Absolut Technologies Projects and Distribution Ltda July 1999 - December 2001
Education
University of Houston, C.T. Bauer College of Business 2007 — 2009
Master, MS in Accountancy
University of Houston, C.T. Bauer College of Business 2001 — 2005
BBA, Management
Mansoor Khanmohamed, MBA's Wells Fargo Bank Experience September 1999 - May 2003
Job Sr. Settlements Analyst at EDF Trading
Industry Oil & Energy
Experience
EDF Trading February 2013 - Present
Fulcrum Power / Just Energy October 2011 - March 2013
Fulcrum Power Services March 2007 - October 2011
At&t Wireless September 2006 - March 2007
The Gold Depot, Inc. December 2005 - September 2006
Diamond Shamsah, Inc. June 2003 - December 2005
Wells Fargo Bank September 1999 - May 2003
Skills
Customer Service, Inventory Management, Supervisory Skills, Computer Hardware, Sales Management, Training, Leadership, Human Resources, Management, Business Analysis, CRM, Software Documentation, Strategic Planning, Project Management, Sales Operations, Employee Training, Marketing, Access, Sales, Forecasting, Risk Management, Banking, Finance, Data Analysis, Process Improvement, Microsoft Excel, Analysis
Education
University of Houston-Victoria 2011 — 2013
Master of Business Administration (MBA), Finance
University of Houston, C.T. Bauer College of Business 2006 — 2008
2008, Finance, Marketing
EDF Trading February 2013 - Present
Fulcrum Power / Just Energy October 2011 - March 2013
Fulcrum Power Services March 2007 - October 2011
At&t Wireless September 2006 - March 2007
The Gold Depot, Inc. December 2005 - September 2006
Diamond Shamsah, Inc. June 2003 - December 2005
Wells Fargo Bank September 1999 - May 2003
Skills
Customer Service, Inventory Management, Supervisory Skills, Computer Hardware, Sales Management, Training, Leadership, Human Resources, Management, Business Analysis, CRM, Software Documentation, Strategic Planning, Project Management, Sales Operations, Employee Training, Marketing, Access, Sales, Forecasting, Risk Management, Banking, Finance, Data Analysis, Process Improvement, Microsoft Excel, Analysis
Education
University of Houston-Victoria 2011 — 2013
Master of Business Administration (MBA), Finance
University of Houston, C.T. Bauer College of Business 2006 — 2008
2008, Finance, Marketing
Lucas Posson's Wells Fargo Bank Experience September 2011 - Present
Job Vice President / Relationship Manager
Industry Banking
Experience
Wells Fargo Bank September 2011 - Present
Raymond James & Associates, Inc July 2009 - August 2011
University of Florida Investment Company June 2008 - May 2009
United States Navy September 2000 - May 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Corporate Finance, Securities, Investment Banking, Asset Managment, Private Equity, Bloomberg
Education
University of Florida - Warrington College of Business Administration 2008 — 2009
MSF, Finance
University of North Florida - College of Business Administration 2006 — 2008
BBA, Finance
Wells Fargo Bank September 2011 - Present
Raymond James & Associates, Inc July 2009 - August 2011
University of Florida Investment Company June 2008 - May 2009
United States Navy September 2000 - May 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Corporate Finance, Securities, Investment Banking, Asset Managment, Private Equity, Bloomberg
Education
University of Florida - Warrington College of Business Administration 2008 — 2009
MSF, Finance
University of North Florida - College of Business Administration 2006 — 2008
BBA, Finance
Henry Wintringham's Wells Fargo Bank Experience 1988 - 1991
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
APL Ltd 2005 - 2008
Bank of America 1992 - 2005
eBalance, Inc 2000 - 2000
Wells Fargo Bank 1988 - 1991
Skills
Business Analysis, Process Improvement, Business Intelligence, MS Excel Pivot Tables, Vendor Management, Analytics, Microsoft SQL Server, Business Process..., Microsoft Excel, SQL Server Management..., Analysis, Financial Analysis, Financial Reporting, SQL, Finance, Banking
Education
University of Houston 1981 — 1985
MBA
University of Houston 1978 — 1980
BSCS
University of Houston 1970 — 1974
BS
APL Ltd 2005 - 2008
Bank of America 1992 - 2005
eBalance, Inc 2000 - 2000
Wells Fargo Bank 1988 - 1991
Skills
Business Analysis, Process Improvement, Business Intelligence, MS Excel Pivot Tables, Vendor Management, Analytics, Microsoft SQL Server, Business Process..., Microsoft Excel, SQL Server Management..., Analysis, Financial Analysis, Financial Reporting, SQL, Finance, Banking
Education
University of Houston 1981 — 1985
MBA
University of Houston 1978 — 1980
BSCS
University of Houston 1970 — 1974
BS
Diane Hackem's Wells Fargo Bank Experience June 2006 - October 2008
Job Vice President at Encore Bank
Industry Banking
Experience
Encore Trust, a division of Encore Bank October 2008 - Present
Encore Trust 2008 - Present
Wells Fargo Bank June 2006 - October 2008
Skills
Portfolio Management, Wealth Management
Education
University of Houston
Encore Trust, a division of Encore Bank October 2008 - Present
Encore Trust 2008 - Present
Wells Fargo Bank June 2006 - October 2008
Skills
Portfolio Management, Wealth Management
Education
University of Houston
J.W. Bentley's Wells Fargo Bank Experience March 2008 - November 2012
Job Financial Analyst at Uplift Education
Industry Financial Services
Experience
Uplift Education January 2015 - Present
The Bentley Family November 2012 - Present
Wells Fargo Bank March 2008 - November 2012
Boxer Property June 2006 - April 2007
Hertz July 2004 - June 2006
Video Plus 1997 - 2003
The Liberty Group 1998 - 1999
The Liberty Group 1998 - 1999
Education
University of Houston 2002 — 2005
MBA, Business, 3.4 GPA
University of Houston 1999 — 2002
Management and Marketing, 3.6 GPA
Uplift Education January 2015 - Present
The Bentley Family November 2012 - Present
Wells Fargo Bank March 2008 - November 2012
Boxer Property June 2006 - April 2007
Hertz July 2004 - June 2006
Video Plus 1997 - 2003
The Liberty Group 1998 - 1999
The Liberty Group 1998 - 1999
Education
University of Houston 2002 — 2005
MBA, Business, 3.4 GPA
University of Houston 1999 — 2002
Management and Marketing, 3.6 GPA
Jim Wurzburger's Wells Fargo Bank Experience March 2009 - Present
Job Senior Regional Credit Manager Wealth Management Group at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank March 2009 - Present
Wells Fargo Bank March 1992 - Present
Education
University of Houston 1987 — 1992
BA, Economics
University of Houston 1987 — 1992
Bachelor of Arts (B.A.), Economics
Wells Fargo Bank March 2009 - Present
Wells Fargo Bank March 1992 - Present
Education
University of Houston 1987 — 1992
BA, Economics
University of Houston 1987 — 1992
Bachelor of Arts (B.A.), Economics
Huong Luu's Wells Fargo Bank Experience October 2006 - August 2011
Job Business Initiatives Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2013 - Present
Wells Fargo 2011 - Present
Wells Fargo Bank October 2006 - August 2011
Skills
Treasury Management, Sales, Customer Service, Commercial Banking, Banking, Business Strategy, Cash Management, Portfolio Management, Relationship Management
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo October 2013 - Present
Wells Fargo 2011 - Present
Wells Fargo Bank October 2006 - August 2011
Skills
Treasury Management, Sales, Customer Service, Commercial Banking, Banking, Business Strategy, Cash Management, Portfolio Management, Relationship Management
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance, General
John Pacek's Wells Fargo Bank Experience January 2009 - Present
Job AVP; Application Systems Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Bank January 2009 - Present
Wachovia, A Wells Fargo Company January 2002 - December 2008
First Union National Bank 1988 - 2002
Independent Life 1983 - 1988
Compu South 1980 - 1982
Skills
Mainframe Applications, COBOL, DB2/SQL, Mainframe, JCL, CICS, Requirements Gathering, Systems Analysis, Visio, SDLC
Education
University of Florida - Warrington College of Business Administration 1974 — 1978
BSBA, Marketing
Wells Fargo Bank January 2009 - Present
Wachovia, A Wells Fargo Company January 2002 - December 2008
First Union National Bank 1988 - 2002
Independent Life 1983 - 1988
Compu South 1980 - 1982
Skills
Mainframe Applications, COBOL, DB2/SQL, Mainframe, JCL, CICS, Requirements Gathering, Systems Analysis, Visio, SDLC
Education
University of Florida - Warrington College of Business Administration 1974 — 1978
BSBA, Marketing
Char Ferrell's Wells Fargo Bank Experience 2001 - 2006
Job Field Sales Leader
Industry Insurance
Experience
Allstate July 2008 - Present
State Farm Insurance July 2006 - July 2008
Wells Fargo Bank 2001 - 2006
American Express Financial Advisors 1997 - 2001
Skills
Underwriting, Insurance, Property & Casualty..., Business Planning, Life Insurance, Commercial Insurance, Leadership, Sales Management, Fixed Annuities
Education
University of Houston 1995 — 1999
Allstate July 2008 - Present
State Farm Insurance July 2006 - July 2008
Wells Fargo Bank 2001 - 2006
American Express Financial Advisors 1997 - 2001
Skills
Underwriting, Insurance, Property & Casualty..., Business Planning, Life Insurance, Commercial Insurance, Leadership, Sales Management, Fixed Annuities
Education
University of Houston 1995 — 1999
Sandy McPherson's Wells Fargo Bank Experience October 2010 - November 2013
Job Vice President, Business Relationship Manager at Bank of Texas
Industry Banking
Experience
Bank of Texas June 2015 - Present
Texas Capital Bank November 2013 - May 2015
Wells Fargo Bank October 2010 - November 2013
Bank of America 2007 - 2009
JPMorgan Chase February 2002 - March 2006
JPMorgan Chase 1998 - 2002
JPMorgan Chase 1997 - 1998
Education
University of Houston
Bank of Texas June 2015 - Present
Texas Capital Bank November 2013 - May 2015
Wells Fargo Bank October 2010 - November 2013
Bank of America 2007 - 2009
JPMorgan Chase February 2002 - March 2006
JPMorgan Chase 1998 - 2002
JPMorgan Chase 1997 - 1998
Education
University of Houston
Gene Garlington's Wells Fargo Bank Experience March 2012 - Present
Job Regional Bank Private Banker
Industry Banking
Experience
Wells Fargo Bank March 2012 - Present
First Union Bank/Wachovia Bank June 2000 - March 2012
Skills
Wealth Management, Credit, Banking, Loans, Risk Management, Financial Services
Education
University of Florida 1983 — 1990
Bachelor of Science (BS), Mathematics and Statistics
Wells Fargo Bank March 2012 - Present
First Union Bank/Wachovia Bank June 2000 - March 2012
Skills
Wealth Management, Credit, Banking, Loans, Risk Management, Financial Services
Education
University of Florida 1983 — 1990
Bachelor of Science (BS), Mathematics and Statistics
Benita Patt's Wells Fargo Bank Experience 2005 - Present
Job Senior Relationship Associate at Wells Fargo Houston Energy Group
Industry Banking
Experience
Wells Fargo Houston Energy Group September 2005 - Present
Wells Fargo Bank 2005 - Present
Compass Bank June 2001 - September 2005
Skills
Banking, Credit, Loans, Mortgage Lending, Commercial Banking, Credit Analysis, Commercial Lending, Series 7, Mortgage Banking, Portfolio Management, Small Business Lending, Underwriting, Loan Origination, Consumer Lending, Wealth Management, Retail Banking, FHA, Investments, Cross Selling, Relationship Management, Cash Management, Risk Management, Credit Risk, Financial Services, Treasury Management
Education
Forest Brook High School
University of Houston
Wells Fargo Houston Energy Group September 2005 - Present
Wells Fargo Bank 2005 - Present
Compass Bank June 2001 - September 2005
Skills
Banking, Credit, Loans, Mortgage Lending, Commercial Banking, Credit Analysis, Commercial Lending, Series 7, Mortgage Banking, Portfolio Management, Small Business Lending, Underwriting, Loan Origination, Consumer Lending, Wealth Management, Retail Banking, FHA, Investments, Cross Selling, Relationship Management, Cash Management, Risk Management, Credit Risk, Financial Services, Treasury Management
Education
Forest Brook High School
University of Houston
Anna Vela-Davis's Wells Fargo Bank Experience July 1995 - January 2005
Job Electronic Payment Specialist at Moolah, LLC
Industry Financial Services
Experience
Moolah, LLC January 2010 - Present
Bank of America July 2008 - July 2012
Wells Fargo Bank July 1995 - January 2005
Skills
Credit Cards, Merchant Services, Electronic Payments, Payment Card Processing, Payments, Direct Sales, Credit, Loans, Debit Cards, Strategic Partnerships, Banking, Financial Services, Mobile Payments, Payment Systems, Acquiring, Relationship Management
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Moolah, LLC January 2010 - Present
Bank of America July 2008 - July 2012
Wells Fargo Bank July 1995 - January 2005
Skills
Credit Cards, Merchant Services, Electronic Payments, Payment Card Processing, Payments, Direct Sales, Credit, Loans, Debit Cards, Strategic Partnerships, Banking, Financial Services, Mobile Payments, Payment Systems, Acquiring, Relationship Management
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Paul Duron's Wells Fargo Bank Experience February 1983 - April 2008
Job Office Manager at JND Financial Services LLC
Industry Retail
Experience
JND Financial Services LLC October 2013 - Present
Target October 2012 - October 2013
Primerica Financial Services November 2008 - October 2012
Wells Fargo Bank February 1983 - April 2008
Skills
Risk Management, Process Improvement, Leadership, Team Building, Customer Service, Microsoft Office, Banking, Microsoft Excel, Strategic Planning, Budgets, Training, Analysis, Project Management, Operations Management
Education
University of Houston 1976 — 1981
Architecture, Computer Science
JND Financial Services LLC October 2013 - Present
Target October 2012 - October 2013
Primerica Financial Services November 2008 - October 2012
Wells Fargo Bank February 1983 - April 2008
Skills
Risk Management, Process Improvement, Leadership, Team Building, Customer Service, Microsoft Office, Banking, Microsoft Excel, Strategic Planning, Budgets, Training, Analysis, Project Management, Operations Management
Education
University of Houston 1976 — 1981
Architecture, Computer Science
Brad Leyhe NMLSR 482824's Wells Fargo Bank Experience August 2002 - January 2007
Job Private Mortgage Banker
Industry Banking
Experience
Wells Fargo Private Mortgage Bank August 2011 - Present
Bank of America Home Loans 2008 - 2011
Graduate School of Retail Bank Management 1986 - 2009
Wells Fargo Bank August 2002 - January 2007
Bank of America 1997 - 2002
HomeBanc, FSB 1993 - 1995
First Union National Bank 1979 - 1984
Education
Woodrow Wilson College of Law 1982 — 1985
JD, Law
University of Hawaii at Manoa 1971 — 1975
BBA, Finance
Wells Fargo Private Mortgage Bank August 2011 - Present
Bank of America Home Loans 2008 - 2011
Graduate School of Retail Bank Management 1986 - 2009
Wells Fargo Bank August 2002 - January 2007
Bank of America 1997 - 2002
HomeBanc, FSB 1993 - 1995
First Union National Bank 1979 - 1984
Education
Woodrow Wilson College of Law 1982 — 1985
JD, Law
University of Hawaii at Manoa 1971 — 1975
BBA, Finance
Myrna Hernandez's Wells Fargo Bank Experience January 1996 - August 2000
Job Director of Human Resources at Merichem Company
Industry Human Resources
Experience
Merichem Company April 2014 - Present
Cathexis Oil & Gas March 2013 - April 2014
Industrial Insulation Group, LLC November 2007 - March 2013
Dietrich Metal Framing May 2005 - October 2007
Boxer Property May 2003 - May 2005
Longview Inspection June 2001 - May 2003
Heritage Bank August 2000 - March 2001
Wells Fargo Bank January 1996 - August 2000
Skills
Benefits Administration, Onboarding, Employee Relations, Process Improvement, Management, Customer Service, Labor Relations, HRIS, Personnel Management, Employee Benefits, Deferred Compensation, Workforce Planning, Human Resources, FMLA, New Hire Orientations, Payroll
Education
University of Houston-Clear Lake 2001 — 2003
MBA, Human Resources Management
University of Houston, C.T. Bauer College of Business 1995 — 2000
BBA, Management
Merichem Company April 2014 - Present
Cathexis Oil & Gas March 2013 - April 2014
Industrial Insulation Group, LLC November 2007 - March 2013
Dietrich Metal Framing May 2005 - October 2007
Boxer Property May 2003 - May 2005
Longview Inspection June 2001 - May 2003
Heritage Bank August 2000 - March 2001
Wells Fargo Bank January 1996 - August 2000
Skills
Benefits Administration, Onboarding, Employee Relations, Process Improvement, Management, Customer Service, Labor Relations, HRIS, Personnel Management, Employee Benefits, Deferred Compensation, Workforce Planning, Human Resources, FMLA, New Hire Orientations, Payroll
Education
University of Houston-Clear Lake 2001 — 2003
MBA, Human Resources Management
University of Houston, C.T. Bauer College of Business 1995 — 2000
BBA, Management
Christy Rushing's Wells Fargo Bank Experience February 2010 - March 2012
Job Financial Services Professional
Industry Financial Services
Experience
On Q Financial, Inc. August 2013 - May 2014
On Q Financial, Inc. March 2013 - August 2013
Discover Media April 2012 - March 2013
Wells Fargo Bank February 2010 - March 2012
SunTrust Bank June 2006 - June 2009
Accenture May 1998 - June 2006
Skills
Banking, Project Management, Integration, Change Management, Mergers, Mergers & Acquisitions, MIS, IT Project Leadership, Business Process..., Business Strategy, Process Improvement, Process Optimization, Mortgage Banking, IT Strategy, IT Management, IT Solutions, IT Operations, IT Project & Program..., Management, PMO, Business Process, CRM
Education
University of Georgia - Terry College of Business 1993 — 1998
BBA, Management Information Systems
On Q Financial, Inc. August 2013 - May 2014
On Q Financial, Inc. March 2013 - August 2013
Discover Media April 2012 - March 2013
Wells Fargo Bank February 2010 - March 2012
SunTrust Bank June 2006 - June 2009
Accenture May 1998 - June 2006
Skills
Banking, Project Management, Integration, Change Management, Mergers, Mergers & Acquisitions, MIS, IT Project Leadership, Business Process..., Business Strategy, Process Improvement, Process Optimization, Mortgage Banking, IT Strategy, IT Management, IT Solutions, IT Operations, IT Project & Program..., Management, PMO, Business Process, CRM
Education
University of Georgia - Terry College of Business 1993 — 1998
BBA, Management Information Systems
melissa timmmons's Wells Fargo Bank Experience Wells Fargo at Work Program ConsultantWells FargoNovember 2013 - Present
Job Wells Fargo at Work Program Consultant
Industry Financial Services
Experience
Wells Fargo Bank Wells Fargo at Work Program ConsultantWells FargoNovember 2013 - Present
Skills
Banking, Business Development, Credit, Customer Service, Leadership, Financial Services, Loans, Management, Sales, Team Building, Microsoft Office, Mortgage Lending, Program Management, Public Speaking, Retail Banking, Coaching
Education
University of Houston
Political science
Wells Fargo Bank Wells Fargo at Work Program ConsultantWells FargoNovember 2013 - Present
Skills
Banking, Business Development, Credit, Customer Service, Leadership, Financial Services, Loans, Management, Sales, Team Building, Microsoft Office, Mortgage Lending, Program Management, Public Speaking, Retail Banking, Coaching
Education
University of Houston
Political science
Betsy Watts's Wells Fargo Bank Experience 2007 - Present
Job at Wells Fargo Bank
Industry Commercial Real Estate
Experience
Wells Fargo Bank 2007 - Present
Wells Fargo 2007 - Present
Regions Bank 2004 - 2007
Education
University of Georgia - Terry College of Business 1998 — 2002
Finance
Wells Fargo Bank 2007 - Present
Wells Fargo 2007 - Present
Regions Bank 2004 - 2007
Education
University of Georgia - Terry College of Business 1998 — 2002
Finance
Greg Williams's Wells Fargo Bank Experience March 2003 - March 2008
Job Senior Analyst, Direct Energy
Industry Oil & Energy
Experience
Direct Energy January 2015 - Present
Constellation June 2013 - January 2015
Constellation December 2009 - May 2013
MXenergy March 2009 - December 2009
MXenergy March 2008 - March 2009
Wells Fargo Bank March 2003 - March 2008
Wells Fargo March 2002 - March 2003
Skills
Analysis, Business Analysis, Commodity Markets, Management, Call Centers, Sarbanes-Oxley Act, CRM, Portfolio Management, Finance, Energy, Sales, Market Research, Risk Management, Natural Gas, Data Analysis, Marketing, Operations Management, Pricing, Process Improvement, Banking, Account Reconciliation
Education
University of St. Thomas (TX) 2009 — 2011
M.B.A., Finance
University of Houston 1999 — 2001
B.B.A., Finance
Direct Energy January 2015 - Present
Constellation June 2013 - January 2015
Constellation December 2009 - May 2013
MXenergy March 2009 - December 2009
MXenergy March 2008 - March 2009
Wells Fargo Bank March 2003 - March 2008
Wells Fargo March 2002 - March 2003
Skills
Analysis, Business Analysis, Commodity Markets, Management, Call Centers, Sarbanes-Oxley Act, CRM, Portfolio Management, Finance, Energy, Sales, Market Research, Risk Management, Natural Gas, Data Analysis, Marketing, Operations Management, Pricing, Process Improvement, Banking, Account Reconciliation
Education
University of St. Thomas (TX) 2009 — 2011
M.B.A., Finance
University of Houston 1999 — 2001
B.B.A., Finance
Frances (Crump) Tan's Wells Fargo Bank Experience August 1995 - May 1997
Job Senior Manager Corporate Finance at Transocean
Industry Oil & Energy
Experience
Transocean July 2014 - Present
Transocean October 2011 - June 2014
Self-Employed July 2009 - September 2011
CGGVeritas / Veritas DGC January 1999 - June 2009
Triten Corporation March 1998 - December 1998
The Structured Trade Group, LLC June 1997 - March 1998
Wells Fargo Bank August 1995 - May 1997
Skills
Cash Management, Finance, Banking, Treasury, Financial Risk, Analysis, Credit Risk, Credit Analysis
Education
University of Houston, C.T. Bauer College of Business 1985 — 1988
BBA, Finance
Transocean July 2014 - Present
Transocean October 2011 - June 2014
Self-Employed July 2009 - September 2011
CGGVeritas / Veritas DGC January 1999 - June 2009
Triten Corporation March 1998 - December 1998
The Structured Trade Group, LLC June 1997 - March 1998
Wells Fargo Bank August 1995 - May 1997
Skills
Cash Management, Finance, Banking, Treasury, Financial Risk, Analysis, Credit Risk, Credit Analysis
Education
University of Houston, C.T. Bauer College of Business 1985 — 1988
BBA, Finance
Victoria Mahabir's Wells Fargo Bank Experience August 2004 - July 2011
Job Experienced Professional actively seeking new opportunities in Katy, Texas.
Industry Human Resources
Experience
Igloo Products Corp. January 2015 - June 2015
Memorial Hermann Hospital June 2011 - July 2014
Wells Fargo Bank August 2004 - July 2011
Wells Fargo Bank January 2004 - August 2005
Geotest Engineering Inc August 2001 - November 2003
Skills
Employee Relations, Human Resources, Interviews, Onboarding, PeopleSoft, Microsoft Word, Microsoft Excel, Administration, Office Administration, Benefits Administration, I-9 Compliance, Background Checks, Corporate Communications, PowerPoint, Outlook, New Hire Orientations, Compensation & Benefit, Recruiting, Organizational..., Leadership, HR Policies, Applicant Tracking..., FMLA, Staff Development, Screening Resumes, Coaching, Excel, Word, Presentations, Employee Benefits, Resume Writing, Talent Management, Employee Engagement, Payroll, Hiring, Job Descriptions, Benefits Negotiation, Management, Secretarial Skills, Bilingual-English/Spanis..., Office Management, Office Equipment, Schools, Conflict Resolution
Education
University of Houston
University of Houston-Downtown
Igloo Products Corp. January 2015 - June 2015
Memorial Hermann Hospital June 2011 - July 2014
Wells Fargo Bank August 2004 - July 2011
Wells Fargo Bank January 2004 - August 2005
Geotest Engineering Inc August 2001 - November 2003
Skills
Employee Relations, Human Resources, Interviews, Onboarding, PeopleSoft, Microsoft Word, Microsoft Excel, Administration, Office Administration, Benefits Administration, I-9 Compliance, Background Checks, Corporate Communications, PowerPoint, Outlook, New Hire Orientations, Compensation & Benefit, Recruiting, Organizational..., Leadership, HR Policies, Applicant Tracking..., FMLA, Staff Development, Screening Resumes, Coaching, Excel, Word, Presentations, Employee Benefits, Resume Writing, Talent Management, Employee Engagement, Payroll, Hiring, Job Descriptions, Benefits Negotiation, Management, Secretarial Skills, Bilingual-English/Spanis..., Office Management, Office Equipment, Schools, Conflict Resolution
Education
University of Houston
University of Houston-Downtown
Dora Lau's Wells Fargo Bank Experience July 2000 - December 2000
Job Relationship Manager at Preferred Bank
Industry Banking
Experience
Preferred Bank April 2013 - Present
East West Bank September 2009 - April 2013
United Commercial Bank January 2001 - September 2009
Wells Fargo Bank July 2000 - December 2000
Citibank April 1994 - June 2000
Bank of the West June 1989 - April 1994
Skills
Banking, Customer Service, Commercial Banking, Commercial Lending, Mortgage, Team Leadership, Retail Banking, Finance, Small Business Lending, Trade Finance, Cross Selling, Investments, Relationship Management, Financial Services, Treasury Management, Sales, Loans, Core Banking, Asset Management, Leadership, Management, Financial Modeling, AML, Cash Management, Real Estate, Mortgage Lending, Enterprise Risk..., Bank Secrecy Act, Asset Based Lending, Financial Structuring, Private Banking, Business Development, Strategic Planning, Mortgage Banking, Credit Cards, Commercial Mortgages, Branch Banking, Wealth Management, Lines Of Credit, Operational Risk, Insurance, Portfolio Management, Credit Risk, Risk Management, Internet Banking, CRM, Credit, Consumer Lending, Commercial Real Estate, Deposits
Education
University of London 1988 — 1989
llm, law
University of Hertfordshire 1979 — 1982
BA, Social Sciences
Preferred Bank April 2013 - Present
East West Bank September 2009 - April 2013
United Commercial Bank January 2001 - September 2009
Wells Fargo Bank July 2000 - December 2000
Citibank April 1994 - June 2000
Bank of the West June 1989 - April 1994
Skills
Banking, Customer Service, Commercial Banking, Commercial Lending, Mortgage, Team Leadership, Retail Banking, Finance, Small Business Lending, Trade Finance, Cross Selling, Investments, Relationship Management, Financial Services, Treasury Management, Sales, Loans, Core Banking, Asset Management, Leadership, Management, Financial Modeling, AML, Cash Management, Real Estate, Mortgage Lending, Enterprise Risk..., Bank Secrecy Act, Asset Based Lending, Financial Structuring, Private Banking, Business Development, Strategic Planning, Mortgage Banking, Credit Cards, Commercial Mortgages, Branch Banking, Wealth Management, Lines Of Credit, Operational Risk, Insurance, Portfolio Management, Credit Risk, Risk Management, Internet Banking, CRM, Credit, Consumer Lending, Commercial Real Estate, Deposits
Education
University of London 1988 — 1989
llm, law
University of Hertfordshire 1979 — 1982
BA, Social Sciences
Sharon Puzan's Wells Fargo Bank Experience May 2011 - Present
Job Sr. Business Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank May 2011 - Present
Cherokee Bank December 2003 - March 2010
Ryder Transportation 1995 - 1997
Skills
Credit, Banking, Portfolio Management, Financial Analysis, Loans, Management, Commercial Banking, Credit Analysis, Commercial Lending, Small Business Lending
Education
University of South Florida Tampa Florida
BA, Finance
University of Georgia - Terry College of Business 2010 — 2011
Certified Financial Planning
Wells Fargo Bank May 2011 - Present
Cherokee Bank December 2003 - March 2010
Ryder Transportation 1995 - 1997
Skills
Credit, Banking, Portfolio Management, Financial Analysis, Loans, Management, Commercial Banking, Credit Analysis, Commercial Lending, Small Business Lending
Education
University of South Florida Tampa Florida
BA, Finance
University of Georgia - Terry College of Business 2010 — 2011
Certified Financial Planning
Sikander Dhosani's Wells Fargo Bank Experience January 1998 - January 2000
Job Principal / Licensed Agent / Auto Home Business Life & Health / Fastquotetx.com Full Line Independent Insurance Agency
Industry Insurance
Experience
FASTQUOTETX.COM October 2000 - Present
Allstate August 2006 - December 2008
Safenet Insurance Agency January 2000 - January 2005
Checker's Investment Corp July 1997 - July 2000
Wells Fargo Bank January 1998 - January 2000
Skills
Customer Service, Insurance, Management, Sales
Education
University of Houston 2005 — 2011
Business / Marketing / Hospitality Lodging Management
FASTQUOTETX.COM October 2000 - Present
Allstate August 2006 - December 2008
Safenet Insurance Agency January 2000 - January 2005
Checker's Investment Corp July 1997 - July 2000
Wells Fargo Bank January 1998 - January 2000
Skills
Customer Service, Insurance, Management, Sales
Education
University of Houston 2005 — 2011
Business / Marketing / Hospitality Lodging Management
Amish Maknojia's Wells Fargo Bank Experience September 2007 - November 2009
Job Factoring Analyst
Industry Financial Services
Experience
New Century Financial November 2012 - Present
Wells Fargo Bank September 2007 - November 2009
Skills
Credit, Financial Analysis, Microsoft Office, Business Development, Loans, Banking, Portfolio Management, Financial Modeling, Risk Management, Microsoft Excel, Customer Service, Sales, Business Analysis, Budgets, Access, Outlook, Analysis, PowerPoint, Strategic Financial..., Management
Education
University of Houston 2001 — 2006
Bachelors, Finance
New Century Financial November 2012 - Present
Wells Fargo Bank September 2007 - November 2009
Skills
Credit, Financial Analysis, Microsoft Office, Business Development, Loans, Banking, Portfolio Management, Financial Modeling, Risk Management, Microsoft Excel, Customer Service, Sales, Business Analysis, Budgets, Access, Outlook, Analysis, PowerPoint, Strategic Financial..., Management
Education
University of Houston 2001 — 2006
Bachelors, Finance
Jeremy Bratton's Wells Fargo Bank Experience October 2006 - May 2010
Job Financial Representative at Texas Bay Area Credit Union
Industry Financial Services
Experience
Texas Bay Area Credit Union September 2010 - Present
Wells Fargo Bank October 2006 - May 2010
Hawthorne Architects July 2003 - October 2006
SAIC/NASA Johnson Space Center May 2002 - September 2002
Education
University of Houston-Clear Lake 2009 — 2012
Masters, Business-Finance
Web-Centric Alternative Teaching Certification 2009 — 2010
Social Studies 8-12, Generalist EC-6
University of Houston 2003 — 2007
Bachelors, Business-Finance
Texas Bay Area Credit Union September 2010 - Present
Wells Fargo Bank October 2006 - May 2010
Hawthorne Architects July 2003 - October 2006
SAIC/NASA Johnson Space Center May 2002 - September 2002
Education
University of Houston-Clear Lake 2009 — 2012
Masters, Business-Finance
Web-Centric Alternative Teaching Certification 2009 — 2010
Social Studies 8-12, Generalist EC-6
University of Houston 2003 — 2007
Bachelors, Business-Finance
Dave McIver's Wells Fargo Bank Experience December 2009 - Present
Job Senior Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank December 2009 - Present
Skills
Small Business Lending, Loans, Commercial Banking, Credit Analysis, Commercial Lending, Finance, Banking, Credit Risk, Portfolio Management, Lines Of Credit, Credit, Treasury Management, Commercial Mortgages, Loan Origination, Asset Based Lending, Financial Analysis
Education
University of Houston 1971 — 1977
MBA, Finance
Wells Fargo Bank December 2009 - Present
Skills
Small Business Lending, Loans, Commercial Banking, Credit Analysis, Commercial Lending, Finance, Banking, Credit Risk, Portfolio Management, Lines Of Credit, Credit, Treasury Management, Commercial Mortgages, Loan Origination, Asset Based Lending, Financial Analysis
Education
University of Houston 1971 — 1977
MBA, Finance
Ann Cung's Wells Fargo Bank Experience June 2007 - October 2012
Job Transaction Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2015 - Present
BNY Mellon October 2012 - December 2014
Wells Fargo Bank June 2007 - October 2012
JPMorgan Chase July 2004 - June 2007
JPMorgan Chase June 2002 - June 2004
Skills
Investments, Finance, Business Development, Structured Finance, Portfolio Management, Financial Modeling, Securities, Accounting, Leadership, Financial Analysis, Management, Financial Risk, CRM, Asset Management, Fixed Income
Education
University of Houston, C.T. Bauer College of Business
BBA, Finance and Management
BNY Mellon January 2015 - Present
BNY Mellon October 2012 - December 2014
Wells Fargo Bank June 2007 - October 2012
JPMorgan Chase July 2004 - June 2007
JPMorgan Chase June 2002 - June 2004
Skills
Investments, Finance, Business Development, Structured Finance, Portfolio Management, Financial Modeling, Securities, Accounting, Leadership, Financial Analysis, Management, Financial Risk, CRM, Asset Management, Fixed Income
Education
University of Houston, C.T. Bauer College of Business
BBA, Finance and Management
Katherine C. Anderson's Wells Fargo Bank Experience June 2011 - Present
Job Vice President, Philanthropic Consultant, Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank June 2011 - Present
Bank of Hawaii 2001 - 2011
Skills
Philanthropic Consulting, Nonprofit Consulting, Charity Research &..., Planned Giving..., Private Foundation..., Family Foundation..., Relationship Manangement, Fiduciary/Trust..., Planned Giving, Research, Non-profits, Philanthropy, Grants, Management, Charity, Budgets, Nonprofits, Wealth Management, Banking, Investments, Executive Management, Portfolio Management, Series 7, Estate Planning, High Net Worth..., Wealth Management..., Charities, Retirement Planning, Financial Services, Asset Management
Education
University of Hawaii at Manoa
B.A., Political Science
University of San Diego School of Law
J.D.
Wells Fargo Bank June 2011 - Present
Bank of Hawaii 2001 - 2011
Skills
Philanthropic Consulting, Nonprofit Consulting, Charity Research &..., Planned Giving..., Private Foundation..., Family Foundation..., Relationship Manangement, Fiduciary/Trust..., Planned Giving, Research, Non-profits, Philanthropy, Grants, Management, Charity, Budgets, Nonprofits, Wealth Management, Banking, Investments, Executive Management, Portfolio Management, Series 7, Estate Planning, High Net Worth..., Wealth Management..., Charities, Retirement Planning, Financial Services, Asset Management
Education
University of Hawaii at Manoa
B.A., Political Science
University of San Diego School of Law
J.D.
Damien Haitsuka's Wells Fargo Bank Experience January 2010 - Present
Job Community Bank President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank January 2010 - Present
Skills
Negotiation, Leadership Development, Retail Banking, Credit, Loans, Team Building, Leadership, Banking, Community Outreach, Commercial Lending, Small Business Lending, Team Leadership, Commercial Banking, Cross Selling, Management, Non-profit Leadership, Non-profit Board..., Mortgage Lending, Portfolio Management, Economic Development, Financial Analysis, Program Evaluation, Consumer Lending, Credit Analysis, New Business Development, Fundraising, Management Consulting, Event Planning
Education
University of Hawaii at Manoa
Wells Fargo Bank January 2010 - Present
Skills
Negotiation, Leadership Development, Retail Banking, Credit, Loans, Team Building, Leadership, Banking, Community Outreach, Commercial Lending, Small Business Lending, Team Leadership, Commercial Banking, Cross Selling, Management, Non-profit Leadership, Non-profit Board..., Mortgage Lending, Portfolio Management, Economic Development, Financial Analysis, Program Evaluation, Consumer Lending, Credit Analysis, New Business Development, Fundraising, Management Consulting, Event Planning
Education
University of Hawaii at Manoa
KENT CHAU's Wells Fargo Bank Experience September 2008 - Present
Job ADR Relationship Associate at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank September 2008 - Present
Education
University of Houston, C.T. Bauer College of Business 2005 — 2008
Bachelor of Business Administration, Finance, Marketing
Wells Fargo Bank September 2008 - Present
Education
University of Houston, C.T. Bauer College of Business 2005 — 2008
Bachelor of Business Administration, Finance, Marketing
Ahmed Nasir's Wells Fargo Bank Experience June 2010 - September 2013
Job at
Industry Financial Services
Experience
Wells Fargo January 2014 - September 2014
Wells Fargo October 2013 - January 2014
Wells Fargo Bank June 2010 - September 2013
Freedom Lounge/ Chester’s Chicken August 2007 - September 2009
Aramark January 2007 - July 2007
Phillips 66/ AJ Food Store May 2005 - December 2006
Skills
Management, Leadership, Business Development, Recruiting, Sales, Training, Microsoft Excel, Selling, Financial Analysis, Microsoft Word
Education
University of Houston, C.T. Bauer College of Business 2007 — 2010
Bachelor's Degree, Management, 3.45
University of Houston, C.T. Bauer College of Business 2007 — 2010
Bachelor's Degree, Marketing, 3.45
Wells Fargo January 2014 - September 2014
Wells Fargo October 2013 - January 2014
Wells Fargo Bank June 2010 - September 2013
Freedom Lounge/ Chester’s Chicken August 2007 - September 2009
Aramark January 2007 - July 2007
Phillips 66/ AJ Food Store May 2005 - December 2006
Skills
Management, Leadership, Business Development, Recruiting, Sales, Training, Microsoft Excel, Selling, Financial Analysis, Microsoft Word
Education
University of Houston, C.T. Bauer College of Business 2007 — 2010
Bachelor's Degree, Management, 3.45
University of Houston, C.T. Bauer College of Business 2007 — 2010
Bachelor's Degree, Marketing, 3.45
Savada Bosse's Wells Fargo Bank Experience March 2007 - September 2012
Job WM WA Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Wealth Management September 2012 - Present
Wells Fargo September 2012 - Present
Wells Fargo Bank March 2007 - September 2012
Skills
Credit, Series 63, Mortgage Lending, Wealth Management, Series 7, Uniform Combined State..., Loans, Small Business Lending, Consumer Lending, Lines Of Credit, Banking, Commercial Lending
Education
University of Houston 1997 — 2004
graphic communications
Wells Fargo Wealth Management September 2012 - Present
Wells Fargo September 2012 - Present
Wells Fargo Bank March 2007 - September 2012
Skills
Credit, Series 63, Mortgage Lending, Wealth Management, Series 7, Uniform Combined State..., Loans, Small Business Lending, Consumer Lending, Lines Of Credit, Banking, Commercial Lending
Education
University of Houston 1997 — 2004
graphic communications
Andrea Abbott's Wells Fargo Bank Experience January 2008 - October 2014
Job Valvtechnologies, Inc.
Industry Oil & Energy
Experience
ValvTechnologies, Inc. October 2014 - Present
Wells Fargo Bank January 2008 - October 2014
Wells Fargo Bank April 2007 - December 2007
Bank of New York Mellon December 2001 - April 2007
Skills
CDO, Capital Markets, Relationship Management, Analysis, Financial Risk, Finance, Management, Account Reconciliation, Internal Controls, Financial Analysis, Financial Services, Risk Management
Education
University of Houston 1997 — 2001
BBA
ValvTechnologies, Inc. October 2014 - Present
Wells Fargo Bank January 2008 - October 2014
Wells Fargo Bank April 2007 - December 2007
Bank of New York Mellon December 2001 - April 2007
Skills
CDO, Capital Markets, Relationship Management, Analysis, Financial Risk, Finance, Management, Account Reconciliation, Internal Controls, Financial Analysis, Financial Services, Risk Management
Education
University of Houston 1997 — 2001
BBA
Cristina Lasaga's Wells Fargo Bank Experience June 2010 - June 2014
Job Vice President, Commercial and Industrial Relationship Manager Associate at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation June 2014 - Present
Wells Fargo Bank June 2010 - June 2014
Education
University of Florida - Warrington College Of Business 2000 — 2004
BSBA, Finance
Regions Financial Corporation June 2014 - Present
Wells Fargo Bank June 2010 - June 2014
Education
University of Florida - Warrington College Of Business 2000 — 2004
BSBA, Finance
Serwaa Prempeh's Wells Fargo Bank Experience March 2011 - Present
Job customer service rep at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank March 2011 - Present
United Bank for Africa (Ghana) Ltd September 2006 - October 2009
Education
University of Ghana
BA, sociology
Wells Fargo Bank March 2011 - Present
United Bank for Africa (Ghana) Ltd September 2006 - October 2009
Education
University of Ghana
BA, sociology
Fiona Worthy's Wells Fargo Bank Experience 1995 - 1997
Job Fiona W.
Industry Education Management
Experience
Houston Independent School District 1998 - Present
Savings of America 1997 - 1998
Wells Fargo Bank 1995 - 1997
Wells Fargo Bank 1992 - 1997
Education
University of Houston 1989 — 1993
Bachelor of Arts, RTV Communications, Journalism
Houston Independent School District 1998 - Present
Savings of America 1997 - 1998
Wells Fargo Bank 1995 - 1997
Wells Fargo Bank 1992 - 1997
Education
University of Houston 1989 — 1993
Bachelor of Arts, RTV Communications, Journalism
Ruth Talley-Johnson's Wells Fargo Bank Experience February 2004 - June 2005
Job Selling and Service Manager
Industry Retail
Experience
Saks Fifth Avenue March 2006 - Present
Wells Fargo Bank February 2004 - June 2005
Smith & Hawken April 1997 - January 2004
Dillards Department Stores, Incorporated June 1996 - January 1997
Mothers Work Maternity May 1993 - June 1996
Dillards Department Stores, Incorporated November 1989 - May 1993
Skills
Interviewing, Training & Development, Coaching Staff, Recruiting, Training, Employee Management, Applicant Tracking..., Onboarding, Succession Planning, Performance Management, Sourcing, Coaching, Talent Management, Employee Relations, Talent Acquisition, Career Development, Interviews, Visual Merchandising, Employee Training, Merchandising
Education
University of Houston 1983 — 1989
B. A., Consumer Science
Saks Fifth Avenue March 2006 - Present
Wells Fargo Bank February 2004 - June 2005
Smith & Hawken April 1997 - January 2004
Dillards Department Stores, Incorporated June 1996 - January 1997
Mothers Work Maternity May 1993 - June 1996
Dillards Department Stores, Incorporated November 1989 - May 1993
Skills
Interviewing, Training & Development, Coaching Staff, Recruiting, Training, Employee Management, Applicant Tracking..., Onboarding, Succession Planning, Performance Management, Sourcing, Coaching, Talent Management, Employee Relations, Talent Acquisition, Career Development, Interviews, Visual Merchandising, Employee Training, Merchandising
Education
University of Houston 1983 — 1989
B. A., Consumer Science
Alicia Soong's Wells Fargo Bank Experience 2007 - Present
Job Wholesale Group Controllers at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank 2007 - Present
PricewaterhouseCoopers January 2005 - October 2006
Skills
Internal Audit, Risk Management, Financial Reporting, Sarbanes-Oxley, Enterprise Risk..., Internal Controls, Financial Analysis, Sarbanes-Oxley Act, IT Audit, Due Diligence, Financial Risk, SEC Filings, Financial Modeling, Banking
Education
University of Hawaii at Manoa
Wells Fargo Bank 2007 - Present
PricewaterhouseCoopers January 2005 - October 2006
Skills
Internal Audit, Risk Management, Financial Reporting, Sarbanes-Oxley, Enterprise Risk..., Internal Controls, Financial Analysis, Sarbanes-Oxley Act, IT Audit, Due Diligence, Financial Risk, SEC Filings, Financial Modeling, Banking
Education
University of Hawaii at Manoa
Stuart Snyder's Wells Fargo Bank Experience April 2003 - Present
Job Regional Private Banker at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2003 - Present
Allstate April 2000 - August 2008
MetLife June 1979 - April 1997
Skills
Series 7, Uniform Combined State..., Wealth Management, Loans, Mortgage Lending, Small Business Lending, Consumer Lending, Credit, Retirement Planning, Commercial Lending, Series 6, Banking, Private Banking, Investments, Commercial Banking, Refinance, Lines Of Credit, Credit Analysis, Underwriting
Education
University of Hartford 1971 — 1975
Bachelor's degree, Elementary Education and Teaching
Wells Fargo Bank April 2003 - Present
Allstate April 2000 - August 2008
MetLife June 1979 - April 1997
Skills
Series 7, Uniform Combined State..., Wealth Management, Loans, Mortgage Lending, Small Business Lending, Consumer Lending, Credit, Retirement Planning, Commercial Lending, Series 6, Banking, Private Banking, Investments, Commercial Banking, Refinance, Lines Of Credit, Credit Analysis, Underwriting
Education
University of Hartford 1971 — 1975
Bachelor's degree, Elementary Education and Teaching
Matthew Tabberer's Wells Fargo Bank Experience September 2004 - May 2005
Job Customer Service Representative at The Document Group
Industry Printing
Experience
The Document Group July 2011 - February 2013
Wells Fargo Bank September 2004 - May 2005
Skills
Microsoft Office
Education
University of Houston
University of Houston-Downtown
The Document Group July 2011 - February 2013
Wells Fargo Bank September 2004 - May 2005
Skills
Microsoft Office
Education
University of Houston
University of Houston-Downtown
Daniel Allman's Wells Fargo Bank Experience May 2005 - September 2012
Job Eastdil Secured Debt Placement
Industry Financial Services
Experience
Eastdil Secured October 2012 - Present
Wells Fargo Bank May 2005 - September 2012
Education
University of Georgia - Terry College of Business
Bachelors, Real Estate
Eastdil Secured October 2012 - Present
Wells Fargo Bank May 2005 - September 2012
Education
University of Georgia - Terry College of Business
Bachelors, Real Estate
Joyce Nguyen's Wells Fargo Bank Experience May 1998 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Bank May 1998 - Present
Education
University of Houston
BBA in Management
Wells Fargo Bank May 1998 - Present
Education
University of Houston
BBA in Management
Cindy Picazo's Wells Fargo Bank Experience May 2005 - Present
Job Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank May 2005 - Present
Bank of America March 1987 - August 2001
Education
University of Houston 1992 — 1994
Univeristy of Texas at Austin 1983 — 1987
BA, Literature
Wells Fargo Bank May 2005 - Present
Bank of America March 1987 - August 2001
Education
University of Houston 1992 — 1994
Univeristy of Texas at Austin 1983 — 1987
BA, Literature
HENRY PHAN's Wells Fargo Bank Experience September 2006 - January 2010
Job Banking Professional
Industry Banking
Experience
JP MORGAN CHASE BANK October 2011 - Present
JPMorgan Chase October 2011 - May 2012
JPMORGAN CHASE BANK 2010 - 2012
JPMorgan Chase April 2011 - October 2011
AVP April 2011 - October 2011
JPMorgan Chase March 2010 - April 2011
Wells Fargo Bank September 2006 - January 2010
Skills
Sales, Sales Management, Mentoring, Banking, Small Business Lending, Commercial Banking, Cross Selling, Series 6, Series 63, Merchant Services
Education
University of Houston 2004 — 2011
Bachelor of Business Administration (B.B.A.), Finance
University of Houston- Main
B.A, Business and Finance
JP MORGAN CHASE BANK October 2011 - Present
JPMorgan Chase October 2011 - May 2012
JPMORGAN CHASE BANK 2010 - 2012
JPMorgan Chase April 2011 - October 2011
AVP April 2011 - October 2011
JPMorgan Chase March 2010 - April 2011
Wells Fargo Bank September 2006 - January 2010
Skills
Sales, Sales Management, Mentoring, Banking, Small Business Lending, Commercial Banking, Cross Selling, Series 6, Series 63, Merchant Services
Education
University of Houston 2004 — 2011
Bachelor of Business Administration (B.B.A.), Finance
University of Houston- Main
B.A, Business and Finance
Danish (Dan) Dhukka's Wells Fargo Bank Experience October 2011 - September 2013
Job Client Service Rep. at Invesco US
Industry Financial Services
Experience
Invesco US September 2013 - Present
Wells Fargo Bank October 2011 - September 2013
Skills
Series 6, Loans, Credit, Banking, Consumer Lending, Cross Selling, Wealth Management, Investments, Small Business Lending, Mortgage Lending, Credit Analysis, Retail Banking, Commercial Lending, Commercial Banking, Loan Origination, Lines Of Credit, Mortgage Banking
Education
University of Houston 2006 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Invesco US September 2013 - Present
Wells Fargo Bank October 2011 - September 2013
Skills
Series 6, Loans, Credit, Banking, Consumer Lending, Cross Selling, Wealth Management, Investments, Small Business Lending, Mortgage Lending, Credit Analysis, Retail Banking, Commercial Lending, Commercial Banking, Loan Origination, Lines Of Credit, Mortgage Banking
Education
University of Houston 2006 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Wioletta Mattice's Wells Fargo Bank Experience May 2005 - Present
Job teller/transaction secialist at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank May 2005 - Present
Education
University of Houston
Wells Fargo Bank May 2005 - Present
Education
University of Houston
JOSEPH SOLTERO's Wells Fargo Bank Experience May 2012 - Present
Job PERSONAL BANKER at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank May 2012 - Present
JPMorgan Chase Bank January 2010 - Present
JPMorgan Chase Bank September 2009 - Present
Wells Fargo Bank June 2008 - Present
Wells Fargo Bank March 2007 - Present
Wells Fargo Bank June 2005 - Present
Foodbrand November 2000 - Present
Wells Fargo Bank January 2005 - September 2009
Skills
Business
Education
University of Houston
Bachelor degree, Accounting & Finance
Wells Fargo Bank May 2012 - Present
JPMorgan Chase Bank January 2010 - Present
JPMorgan Chase Bank September 2009 - Present
Wells Fargo Bank June 2008 - Present
Wells Fargo Bank March 2007 - Present
Wells Fargo Bank June 2005 - Present
Foodbrand November 2000 - Present
Wells Fargo Bank January 2005 - September 2009
Skills
Business
Education
University of Houston
Bachelor degree, Accounting & Finance
Jacob Nagasawa's Wells Fargo Bank Experience April 2009 - February 2014
Job Wells Fargo at Personal Banker
Industry Banking
Experience
Wells Fargo February 2014 - Present
Wells Fargo Bank April 2009 - February 2014
Skills
Banking, Customer Service, Financial Analysis, Microsoft Office, Risk Management, Accounting
Education
University of Hawaii at Manoa 2002 — 2004
Bachelor of Arts (B.A.), History
Wells Fargo February 2014 - Present
Wells Fargo Bank April 2009 - February 2014
Skills
Banking, Customer Service, Financial Analysis, Microsoft Office, Risk Management, Accounting
Education
University of Hawaii at Manoa 2002 — 2004
Bachelor of Arts (B.A.), History
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank